Summit Financial’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.08M Buy
2025
Q1
$2.55M Buy
2024
Q4
$2.68M Buy
2024
Q3
$1.77M Buy
2024
Q2
$902K Buy
2024
Q1
$505K Sell
2023
Q4
$632K Buy
2023
Q3
$491K Buy
2023
Q2
$422K Sell
2023
Q1
$417K Buy
2022
Q4
$293K Sell
2022
Q3
$364K Buy
2022
Q2
$300K Sell
2022
Q1
$438K Buy
2021
Q4
$377K Buy
2021
Q3
$313K Buy