Steward Partners Investment Advisory’s Black Stone Minerals BSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
20,290
-7,050
-26% -$92.2K ﹤0.01% 1616
2025
Q1
$417K Sell
27,340
-30,450
-53% -$465K ﹤0.01% 1296
2024
Q4
$844K Buy
57,790
+44,700
+341% +$653K 0.01% 940
2024
Q3
$198K Buy
13,090
+1,790
+16% +$27K ﹤0.01% 1536
2024
Q2
$177K Buy
11,300
+4,500
+66% +$70.5K ﹤0.01% 1504
2024
Q1
$109K Buy
+6,800
New +$109K ﹤0.01% 1724