Summit Securities Group’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 | $466K | Buy |
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|
2025
Q1 | $419K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $0 | Sell |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.81M | Sell |
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|
2022
Q2 | $4.33M | Sell |
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|
2022
Q1 | $8.28M | Sell |
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|
2021
Q4 | $13.1M | Buy |
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|
2021
Q3 | $7.53M | Sell |
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|
2021
Q2 | $8.73M | Buy |
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|
2021
Q1 | $1.55M | Sell |
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|
2020
Q4 | $9.79M | Buy |
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|
2020
Q3 | $6.24M | Sell |
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|
2020
Q2 | $6.83M | Buy |
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|
2020
Q1 | $5.37M | Sell |
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|
2019
Q4 | $12.3M | Buy |
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|
2019
Q3 | $7.49M | Buy |
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|
2019
Q2 | $4.02M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.47M | Sell |
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|
2018
Q3 | $2.41M | Buy |
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|
2018
Q2 | $515K | Sell |
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|
2018
Q1 | $808K | Sell |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $654K | Buy |
|
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|
2017
Q2 | – | Hold |
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|
2017
Q1 | – | Hold |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.1M | Buy |
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|
2015
Q3 | $1.17M | Sell |
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|
2015
Q2 | $2.27M | Sell |
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|
2015
Q1 | $2.48M | Buy |
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|
2014
Q4 | $1.65M | Sell |
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|
2014
Q3 | $2.4M | Buy |
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|
2014
Q2 | $525K | Buy |
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|
2014
Q1 | $180K | Sell |
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|
2013
Q4 | $15.9M | Buy |
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|
2013
Q3 | $1.58M | Buy |
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|
2013
Q2 | $446K | Buy |
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