Trust Investment Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.17M | Buy |
7,834
+2,014
| +35% | +$301K | 0.71% | 44 |
|
2025
Q1 | $814K | Buy |
5,820
+2,852
| +96% | +$399K | 0.52% | 57 |
|
2024
Q4 | $512K | Buy |
2,968
+1,218
| +70% | +$210K | 0.33% | 74 |
|
2024
Q3 | $268K | Hold |
1,750
| – | – | 0.17% | 86 |
|
2024
Q2 | $217K | Hold |
1,750
| – | – | 0.14% | 98 |
|
2024
Q1 | $230K | Hold |
1,750
| – | – | 0.17% | 84 |
|
2023
Q4 | $229K | Buy |
+1,750
| New | +$229K | 0.18% | 82 |
|
2022
Q2 | – | Sell |
-1,750
| Closed | -$222K | – | 94 |
|
2022
Q1 | $222K | Sell |
1,750
-50
| -3% | -$6.34K | 0.18% | 84 |
|
2021
Q4 | $233K | Hold |
1,800
| – | – | 0.18% | 85 |
|
2021
Q3 | $209K | Buy |
+1,800
| New | +$209K | 0.19% | 82 |
|