Summit Securities Group’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-500
| Closed | -$7.64K | – | 970 |
|
|
2025
Q1 | $7.64K | Sell |
500
-4,400
| -90% | -$67.2K | ﹤0.01% | 447 |
|
|
2024
Q4 | $71.5K | Buy |
4,900
+1,300
| +36% | +$19K | 0.01% | 149 |
|
|
2024
Q3 | $54K | Sell |
3,600
-1,100
| -23% | -$16.5K | 0.01% | 116 |
|
|
2024
Q2 | $74K | Buy |
+4,700
| New | +$74K | 0.01% | 160 |
|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$160K | – | 359 |
|
|
2023
Q4 | $160K | Buy |
10,000
+7,700
| +335% | +$123K | 0.01% | 131 |
|
|
2023
Q3 | $40K | Buy |
+2,300
| New | +$40K | ﹤0.01% | 166 |
|
|
2023
Q2 | – | Sell |
-1,100
| Closed | -$17K | – | 751 |
|
|
2023
Q1 | $17K | Sell |
1,100
-20,019
| -95% | -$309K | ﹤0.01% | 511 |
|
|
2022
Q4 | $356K | Sell |
21,119
-1,481
| -7% | -$25K | 0.01% | 150 |
|
|
2022
Q3 | $354K | Sell |
22,600
-800
| -3% | -$12.5K | 0.03% | 182 |
|
|
2022
Q2 | $320K | Buy |
23,400
+21,600
| +1,200% | +$295K | 0.04% | 139 |
|
|
2022
Q1 | $24K | Buy |
+1,800
| New | +$24K | ﹤0.01% | 474 |
|