Steward Partners Investment Advisory’s Blackstone BX Stock Holding History

Steward Partners Investment Advisory’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.8M	Buy	85,845 +579	+0.7%	+$86.6K	0.1%	205
2025 Q1	$11.9M	Buy	85,266 +4,185	+5%	+$585K	0.11%	191
2024 Q4	$14M	Sell	81,081 -2,954	-4%	-$509K	0.12%	160
2024 Q3	$12.9M	Buy	84,035 +458	+0.5%	+$70.1K	0.12%	173
2024 Q2	$10.3M	Sell	83,577 -7,521	-8%	-$931K	0.11%	185
2024 Q1	$12M	Sell	91,098 -8,036	-8%	-$1.06M	0.13%	170
2023 Q4	$13M	Buy	99,134 +5,585	+6%	+$731K	0.18%	128
2023 Q3	$10M	Buy	93,549 +6,490	+7%	+$695K	0.15%	144
2023 Q2	$8.09M	Buy	87,059 +376	+0.4%	+$35K	0.12%	178
2023 Q1	$7.61M	Buy	86,683 +5,073	+6%	+$446K	0.12%	180
2022 Q4	$6.05M	Sell	81,610 -3,125	-4%	-$232K	0.1%	212
2022 Q3	$7.09M	Sell	84,735 -43,619	-34%	-$3.65M	0.13%	172
2022 Q2	$11.7M	Sell	128,354 -1,930	-1%	-$176K	0.21%	114
2022 Q1	$16.5M	Buy	130,284 +6,922	+6%	+$879K	0.26%	86
2021 Q4	$16M	Buy	123,362 +13,523	+12%	+$1.75M	0.24%	95
2021 Q3	$12.8M	Buy	109,839 +717	+0.7%	+$83.4K	0.22%	107
2021 Q2	$10.6M	Buy	109,122 +4,433	+4%	+$431K	0.18%	126
2021 Q1	$7.8M	Buy	104,689 +27,642	+36%	+$2.06M	0.14%	164
2020 Q4	$4.99M	Buy	77,047 +1,236	+2%	+$80.1K	0.11%	195
2020 Q3	$3.96M	Buy	75,811 +8,944	+13%	+$467K	0.1%	214
2020 Q2	$3.79M	Sell	66,867 -1,487	-2%	-$84.3K	0.11%	197
2020 Q1	$3.11M	Sell	68,354 -5,515	-7%	-$251K	0.11%	196
2019 Q4	$4.13M	Buy	73,869 +2,000	+3%	+$112K	0.12%	179
2019 Q3	$3.51M	Buy	71,869 +21,012	+41%	+$1.03M	0.12%	192
2019 Q2	$2.26M	Buy	50,857 +3,638	+8%	+$162K	0.08%	243
2019 Q1	$1.65M	Sell	47,219 -1,738	-4%	-$60.8K	0.07%	264
2018 Q4	$1.46M	Buy	48,957 +2,422	+5%	+$72.2K	0.07%	274
2018 Q3	$1.77M	Sell	46,535 -536	-1%	-$20.4K	0.08%	243
2018 Q2	$1.51M	Sell	47,071 -2,145	-4%	-$69K	0.09%	230
2018 Q1	$1.57M	Buy	+49,216	New	+$1.57M	0.11%	202