Stiles Financial Services’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 |
15,804
+1,615
| +11% | +$241K | 0.82% | 43 |
|
|
2025
Q1 | $1.98M | Buy |
14,189
+508
| +4% | +$71K | 0.76% | 48 |
|
|
2024
Q4 | $2.36M | Sell |
13,681
-952
| -7% | -$164K | 0.85% | 40 |
|
|
2024
Q3 | $2.24M | Sell |
14,633
-605
| -4% | -$92.6K | 0.79% | 41 |
|
|
2024
Q2 | $1.89M | Sell |
15,238
-378
| -2% | -$46.8K | 0.73% | 46 |
|
|
2024
Q1 | $2.05M | Buy |
15,616
+438
| +3% | +$57.5K | 0.82% | 40 |
|
|
2023
Q4 | $1.99M | Buy |
15,178
+246
| +2% | +$32.2K | 0.9% | 37 |
|
|
2023
Q3 | $1.6M | Buy |
14,932
+1,013
| +7% | +$109K | 0.83% | 38 |
|
|
2023
Q2 | $1.29M | Buy |
13,919
+2,462
| +21% | +$229K | 0.64% | 53 |
|
|
2023
Q1 | $1.01M | Buy |
11,457
+2,951
| +35% | +$259K | 0.54% | 59 |
|
|
2022
Q4 | $631K | Buy |
+8,506
| New | +$631K | 0.36% | 80 |
|