Summit Financial’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.08M | Buy |
60,681
+42,433
| +233% | +$6.35M | 0.21% | 89 |
|
|
2025
Q1 | $2.55M | Buy |
18,248
+2,726
| +18% | +$381K | 0.07% | 227 |
|
|
2024
Q4 | $2.68M | Buy |
15,522
+3,951
| +34% | +$681K | 0.09% | 177 |
|
|
2024
Q3 | $1.77M | Buy |
11,571
+4,288
| +59% | +$657K | 0.07% | 190 |
|
|
2024
Q2 | $902K | Buy |
7,283
+3,442
| +90% | +$426K | 0.04% | 248 |
|
|
2024
Q1 | $505K | Sell |
3,841
-989
| -20% | -$130K | 0.03% | 251 |
|
|
2023
Q4 | $632K | Buy |
4,830
+249
| +5% | +$32.6K | 0.04% | 221 |
|
|
2023
Q3 | $491K | Buy |
4,581
+42
| +0.9% | +$4.5K | 0.04% | 239 |
|
|
2023
Q2 | $422K | Sell |
4,539
-208
| -4% | -$19.3K | 0.03% | 250 |
|
|
2023
Q1 | $417K | Buy |
4,747
+792
| +20% | +$69.6K | 0.04% | 190 |
|
|
2022
Q4 | $293K | Sell |
3,955
-391
| -9% | -$29K | 0.03% | 210 |
|
|
2022
Q3 | $364K | Buy |
4,346
+1,054
| +32% | +$88.2K | 0.03% | 196 |
|
|
2022
Q2 | $300K | Sell |
3,292
-158
| -5% | -$14.4K | 0.03% | 197 |
|
|
2022
Q1 | $438K | Buy |
3,450
+534
| +18% | +$67.8K | 0.03% | 192 |
|
|
2021
Q4 | $377K | Buy |
2,916
+225
| +8% | +$29.1K | 0.03% | 192 |
|
|
2021
Q3 | $313K | Buy |
+2,691
| New | +$313K | 0.03% | 185 |
|