SWA
Stratos Wealth Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Sell |
110,723
-2,003
| -2% | -$300K | 0.87% | 21 |
|
|
2025
Q1 | $15.8M | Sell |
112,726
-4,634
| -4% | -$648K | 0.86% | 23 |
|
|
2024
Q4 | $20.2M | Buy |
117,360
+60
| +0.1% | +$10.3K | 0.97% | 15 |
|
|
2024
Q3 | $18M | Sell |
117,300
-115
| -0.1% | -$17.6K | 0.82% | 23 |
|
|
2024
Q2 | $14.5M | Buy |
117,415
+2,801
| +2% | +$347K | 0.72% | 28 |
|
|
2024
Q1 | $15.1M | Buy |
114,614
+1,176
| +1% | +$154K | 0.89% | 19 |
|
|
2023
Q4 | $14.9M | Buy |
113,438
+944
| +0.8% | +$124K | 0.86% | 19 |
|
|
2023
Q3 | $12.1M | Buy |
112,494
+13,946
| +14% | +$1.49M | 0.8% | 19 |
|
|
2023
Q2 | $9.16M | Buy |
98,548
+1,585
| +2% | +$147K | 0.65% | 24 |
|
|
2023
Q1 | $8.52M | Sell |
96,963
-107
| -0.1% | -$9.4K | 0.66% | 22 |
|
|
2022
Q4 | $7.2M | Buy |
+97,070
| New | +$7.2M | 0.6% | 30 |
|
|
2021
Q3 | – | Sell |
-3,393
| Closed | -$330K | – | 507 |
|
|
2021
Q2 | $330K | Buy |
+3,393
| New | +$330K | 0.03% | 420 |
|
|
2019
Q4 | – | Sell |
-12,533
| Closed | -$612K | – | 177 |
|
|
2019
Q3 | $612K | Buy |
+12,533
| New | +$612K | 0.23% | 100 |
|
|
2019
Q2 | – | Sell |
-9,748
| Closed | -$341K | – | 233 |
|
|
2019
Q1 | $341K | Buy |
9,748
+157
| +2% | +$5.49K | 0.18% | 142 |
|
|
2018
Q4 | $286K | Buy |
+9,591
| New | +$286K | 0.19% | 142 |
|