Steward Partners Investment Advisory’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.47M | Sell |
82,329
-18,811
| -19% | -$2.45M | 0.05% | 343 |
|
|
2025
Q4 | $15.6M | Buy |
101,140
+1,108
| +1% | +$168K | 0.09% | 206 |
|
|
2025
Q3 | $17.1M | Buy |
100,032
+14,187
| +17% | +$2.43M | 0.1% | 186 |
|
|
2025
Q2 | $12.8M | Buy |
85,845
+579
| +0.7% | +$79.6K | 0.1% | 205 |
|
|
2025
Q1 | $11.9M | Buy |
85,266
+4,185
| +5% | +$679K | 0.11% | 191 |
|
|
2024
Q4 | $14M | Sell |
81,081
-2,954
| -4% | -$515K | 0.12% | 160 |
|
|
2024
Q3 | $12.9M | Buy |
84,035
+458
| +0.5% | +$63.5K | 0.12% | 173 |
|
|
2024
Q2 | $10.3M | Sell |
83,577
-7,521
| -8% | -$925K | 0.11% | 185 |
|
|
2024
Q1 | $12M | Sell |
91,098
-8,036
| -8% | -$1M | 0.13% | 170 |
|
|
2023
Q4 | $13M | Buy |
99,134
+5,585
| +6% | +$604K | 0.18% | 128 |
|
|
2023
Q3 | $10M | Buy |
93,549
+6,490
| +7% | +$676K | 0.15% | 144 |
|
|
2023
Q2 | $8.09M | Buy |
87,059
+376
| +0.4% | +$32.5K | 0.12% | 178 |
|
|
2023
Q1 | $7.61M | Buy |
86,683
+5,073
| +6% | +$448K | 0.12% | 180 |
|
|
2022
Q4 | $6.05M | Sell |
81,610
-3,125
| -4% | -$270K | 0.1% | 212 |
|
|
2022
Q3 | $7.09M | Sell |
84,735
-43,619
| -34% | -$4.22M | 0.13% | 172 |
|
|
2022
Q2 | $11.7M | Sell |
128,354
-1,930
| -1% | -$208K | 0.21% | 114 |
|
|
2022
Q1 | $16.5M | Buy |
130,284
+6,922
| +6% | +$844K | 0.26% | 86 |
|
|
2021
Q4 | $16M | Buy |
123,362
+13,523
| +12% | +$1.8M | 0.24% | 95 |
|
|
2021
Q3 | $12.8M | Buy |
109,839
+717
| +0.7% | +$83.2K | 0.22% | 107 |
|
|
2021
Q2 | $10.6M | Buy |
109,122
+4,433
| +4% | +$394K | 0.18% | 126 |
|
|
2021
Q1 | $7.8M | Buy |
104,689
+27,642
| +36% | +$1.91M | 0.14% | 164 |
|
|
2020
Q4 | $4.99M | Buy |
77,047
+1,236
| +2% | +$72K | 0.11% | 195 |
|
|
2020
Q3 | $3.96M | Buy |
75,811
+8,944
| +13% | +$479K | 0.1% | 214 |
|
|
2020
Q2 | $3.79M | Sell |
66,867
-1,487
| -2% | -$78.3K | 0.11% | 197 |
|
|
2020
Q1 | $3.11M | Sell |
68,354
-5,515
| -7% | -$305K | 0.11% | 196 |
|
|
2019
Q4 | $4.13M | Buy |
73,869
+2,000
| +3% | +$104K | 0.12% | 179 |
|
|
2019
Q3 | $3.51M | Buy |
71,869
+21,012
| +41% | +$1.02M | 0.12% | 192 |
|
|
2019
Q2 | $2.26M | Buy |
50,857
+3,638
| +8% | +$145K | 0.08% | 243 |
|
|
2019
Q1 | $1.65M | Sell |
47,219
-1,738
| -4% | -$58K | 0.07% | 264 |
|
|
2018
Q4 | $1.46M | Buy |
48,957
+2,422
| +5% | +$80.1K | 0.07% | 274 |
|
|
2018
Q3 | $1.77M | Sell |
46,535
-536
| -1% | -$19.4K | 0.08% | 243 |
|
|
2018
Q2 | $1.51M | Sell |
47,071
-2,145
| -4% | -$68.3K | 0.09% | 230 |
|
|
2018
Q1 | $1.57M | Buy |
+49,216
| New | +$1.68M | 0.11% | 202 |
|
Other funds holding BX
VCM
VPM
