Spirit of America Management Corp’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.36M | Buy |
15,800
+1,500
| +10% | +$224K | 0.49% | 53 |
|
2025
Q1 | $2M | Buy |
14,300
+1,200
| +9% | +$168K | 0.4% | 64 |
|
2024
Q4 | $2.26M | Buy |
13,100
+1,350
| +11% | +$233K | 0.46% | 57 |
|
2024
Q3 | $1.8M | Buy |
11,750
+200
| +2% | +$30.6K | 0.36% | 72 |
|
2024
Q2 | $1.43M | Hold |
11,550
| – | – | 0.29% | 79 |
|
2024
Q1 | $1.52M | Hold |
11,550
| – | – | 0.31% | 81 |
|
2023
Q4 | $1.51M | Hold |
11,550
| – | – | 0.33% | 74 |
|
2023
Q3 | $1.24M | Buy |
11,550
+300
| +3% | +$32.1K | 0.28% | 76 |
|
2023
Q2 | $1.05M | Sell |
11,250
-6,300
| -36% | -$586K | 0.24% | 93 |
|
2023
Q1 | $1.54M | Sell |
17,550
-6,250
| -26% | -$549K | 0.34% | 74 |
|
2022
Q4 | $1.77M | Hold |
23,800
| – | – | 0.4% | 65 |
|
2022
Q3 | $1.99M | Hold |
23,800
| – | – | 0.47% | 56 |
|
2022
Q2 | $2.17M | Hold |
23,800
| – | – | 0.49% | 55 |
|
2022
Q1 | $3.02M | Buy |
23,800
+3,500
| +17% | +$444K | 0.59% | 42 |
|
2021
Q4 | $2.63M | Buy |
20,300
+2,800
| +16% | +$362K | 0.53% | 60 |
|
2021
Q3 | $2.04M | Sell |
17,500
-850
| -5% | -$98.9K | 0.44% | 66 |
|
2021
Q2 | $1.78M | Hold |
18,350
| – | – | 0.38% | 75 |
|
2021
Q1 | $1.37M | Sell |
18,350
-675
| -4% | -$50.3K | 0.32% | 87 |
|
2020
Q4 | $1.23M | Sell |
19,025
-8,450
| -31% | -$548K | 0.31% | 93 |
|
2020
Q3 | $1.43M | Hold |
27,475
| – | – | 0.39% | 75 |
|
2020
Q2 | $1.56M | Sell |
27,475
-4,000
| -13% | -$227K | 0.4% | 69 |
|
2020
Q1 | $1.44M | Buy |
+31,475
| New | +$1.44M | 0.46% | 58 |
|
2019
Q4 | – | Sell |
-29,345
| Closed | -$1.43M | – | 234 |
|
2019
Q3 | $1.43M | Hold |
29,345
| – | – | 0.23% | 95 |
|
2019
Q2 | $1.3M | Hold |
29,345
| – | – | 0.2% | 105 |
|
2019
Q1 | $1.03M | Hold |
29,345
| – | – | 0.15% | 122 |
|
2018
Q4 | $875K | Hold |
29,345
| – | – | 0.14% | 127 |
|
2018
Q3 | $1.12M | Hold |
29,345
| – | – | 0.14% | 122 |
|
2018
Q2 | $943K | Sell |
29,345
-5,260
| -15% | -$169K | 0.12% | 136 |
|
2018
Q1 | $1.11M | Sell |
34,605
-1,200
| -3% | -$38.4K | 0.15% | 124 |
|
2017
Q4 | $1.15M | Sell |
35,805
-1,500
| -4% | -$48K | 0.13% | 126 |
|
2017
Q3 | $1.25M | Sell |
37,305
-5,600
| -13% | -$187K | 0.13% | 118 |
|
2017
Q2 | $1.43M | Hold |
42,905
| – | – | 0.15% | 107 |
|
2017
Q1 | $1.27M | Buy |
42,905
+2,500
| +6% | +$74.2K | 0.14% | 113 |
|
2016
Q4 | $1.09M | Hold |
40,405
| – | – | 0.13% | 121 |
|
2016
Q3 | $1.03M | Buy |
40,405
+6,600
| +20% | +$169K | 0.13% | 122 |
|
2016
Q2 | $829K | Hold |
33,805
| – | – | 0.12% | 132 |
|
2016
Q1 | $948K | Hold |
33,805
| – | – | 0.17% | 114 |
|
2015
Q4 | $989K | Buy |
33,805
+3,943
| +13% | +$115K | 0.19% | 106 |
|
2015
Q3 | $928K | Hold |
29,862
| – | – | 0.19% | 102 |
|
2015
Q2 | $1.2M | Buy |
29,862
+10,807
| +57% | +$433K | 0.23% | 90 |
|
2015
Q1 | $727K | Buy |
19,055
+13,960
| +274% | +$533K | 0.15% | 146 |
|
2014
Q4 | $169K | Hold |
5,095
| – | – | 0.04% | 284 |
|
2014
Q3 | $157K | Hold |
5,095
| – | – | 0.05% | 291 |
|
2014
Q2 | $167K | Hold |
5,095
| – | – | 0.07% | 246 |
|
2014
Q1 | $166K | Buy |
+5,095
| New | +$166K | 0.07% | 236 |
|
2013
Q4 | – | Sell |
-5,095
| Closed | -$124K | – | 95 |
|
2013
Q3 | $124K | Hold |
5,095
| – | – | 0.05% | 268 |
|
2013
Q2 | $105K | Buy |
+5,095
| New | +$105K | 0.04% | 253 |
|