Summit Securities Group’s Black Stone Minerals BSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$82.6K	Buy	+5,466	New	+$81.1K	0.04%	310
2025 Q2	–	Sell	-500	Closed	-$7.63K	–	1113
2025 Q1	$7.63K	Sell	500 -4,400	-90%	-$66.1K	0.01%	578
2024 Q4	$71.5K	Buy	4,900 +1,300	+36%	+$19.4K	0.03%	251
2024 Q3	$54K	Sell	3,600 -1,100	-23%	-$16.5K	0.03%	212
2024 Q2	$74K	Buy	+4,700	New	+$75.2K	0.03%	254
2024 Q1	–	Sell	-10,000	Closed	-$160K	–	516
2023 Q4	$160K	Buy	10,000 +7,700	+335%	+$133K	0.06%	277
2023 Q3	$40K	Buy	+2,300	New	+$39.2K	0.03%	304
2023 Q2	–	Sell	-1,100	Closed	-$17K	–	897
2023 Q1	$17K	Sell	1,100 -20,019	-95%	-$313K	﹤0.01%	645
2022 Q4	$356K	Sell	21,119 -1,481	-7%	-$26.2K	0.07%	297
2022 Q3	$354K	Sell	22,600 -800	-3%	-$12.1K	0.07%	307
2022 Q2	$320K	Buy	23,400 +21,600	+1,200%	+$328K	0.11%	242
2022 Q1	$24K	Buy	+1,800	New	+$21.5K	0.01%	697