United Capital Financial Advisors’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  | $2.43M | Sell | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $2.28M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $2.76M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $3.92M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $3.17M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $6.15M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $6.83M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $9.71M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $9.05M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $8.82M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $7.72M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $8.31M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $8.7M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $11.6M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $11.7M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $10.7M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $9.29M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $7.64M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $6.79M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $5.47M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $6.18M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $5.4M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $7.55M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $6.64M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $2.44M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $6.08M | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $5.59M | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $6.73M | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $6.1M | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $6.42M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $7.02M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $7.83M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $7.94M | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $5.53M | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $5.42M | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q3  | $5.49M | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q2  | $5.04M | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q1  | $5.84M | Sell | 
         | 
    |||||
| 
        
          
      
        2015
         Q4  | $7.03M | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q3  | $7.24M | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q2  | $9.26M | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q1  | $8.87M | Buy | 
         | 
    |||||
| 
        
          
      
        2014
         Q4  | $6.97M | Buy | 
         | 
    |||||
| 
        
          
      
        2014
         Q3  | $5.79M | Buy | 
         | 
    |||||
| 
        
          
      
        2014
         Q2  | $5.11M | Buy | 
         | 
    |||||
| 
        
          
      
        2014
         Q1  | $4.36M | Buy | 
         | 
    |||||
| 
        
          
      
        2013
         Q4  | $3.97M | Buy | 
         | 
    |||||
| 
        
          
      
        2013
         Q3  | $3M | Buy | 
         | 
    |||||
| 
        
          
      
        2013
         Q2  | $1.79M | Buy | 
         |