Symphony 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 | $255K | Buy |
+1,799
| New | +$255K | 0.03% | 220 |
|
|
2025
Q1 | – | Sell |
-1,349
| Closed | -$245K | – | 117 |
|
|
2024
Q4 | $245K | Sell |
1,349
-430
| -24% | -$78.1K | 0.04% | 195 |
|
|
2024
Q3 | $276K | Buy |
1,779
+18
| +1% | +$2.79K | 0.05% | 188 |
|
|
2024
Q2 | $219K | Sell |
1,761
-168
| -9% | -$20.8K | 0.04% | 197 |
|
|
2024
Q1 | $253K | Buy |
1,929
+65
| +3% | +$8.54K | 0.06% | 161 |
|
|
2023
Q4 | $220K | Sell |
1,864
-95
| -5% | -$11.2K | 0.05% | 182 |
|
|
2023
Q3 | $210K | Buy |
+1,959
| New | +$210K | 0.05% | 151 |
|
|
2022
Q4 | – | Sell |
-2,540
| Closed | -$215K | – | 191 |
|
|
2022
Q3 | $215K | Buy |
2,540
+238
| +10% | +$20.1K | 0.07% | 178 |
|
|
2022
Q2 | $210K | Buy |
2,302
+246
| +12% | +$22.4K | 0.06% | 172 |
|
|
2022
Q1 | $238K | Buy |
+2,056
| New | +$238K | 0.06% | 175 |
|