United Capital Financial 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 | $2.43M | Sell |
16,217
-129
| -0.8% | -$19.3K | 0.02% | 401 |
|
|
2025
Q1 | $2.28M | Buy |
16,346
+326
| +2% | +$45.6K | 0.02% | 398 |
|
|
2024
Q4 | $2.76M | Sell |
16,020
-9,567
| -37% | -$1.65M | 0.02% | 353 |
|
|
2024
Q3 | $3.92M | Sell |
25,587
-7
| -0% | -$1.07K | 0.03% | 303 |
|
|
2024
Q2 | $3.17M | Sell |
25,594
-21,195
| -45% | -$2.62M | 0.03% | 331 |
|
|
2024
Q1 | $6.15M | Sell |
46,789
-5,344
| -10% | -$702K | 0.05% | 244 |
|
|
2023
Q4 | $6.83M | Sell |
52,133
-38,484
| -42% | -$5.04M | 0.06% | 246 |
|
|
2023
Q3 | $9.71M | Sell |
90,617
-6,674
| -7% | -$715K | 0.06% | 227 |
|
|
2023
Q2 | $9.05M | Sell |
97,291
-3,065
| -3% | -$285K | 0.05% | 249 |
|
|
2023
Q1 | $8.82M | Sell |
100,356
-3,679
| -4% | -$323K | 0.05% | 254 |
|
|
2022
Q4 | $7.72M | Buy |
104,035
+4,774
| +5% | +$354K | 0.04% | 283 |
|
|
2022
Q3 | $8.31M | Buy |
99,261
+3,898
| +4% | +$326K | 0.05% | 259 |
|
|
2022
Q2 | $8.7M | Buy |
95,363
+3,678
| +4% | +$336K | 0.05% | 271 |
|
|
2022
Q1 | $11.6M | Buy |
91,685
+1,458
| +2% | +$185K | 0.06% | 259 |
|
|
2021
Q4 | $11.7M | Sell |
90,227
-1,721
| -2% | -$223K | 0.05% | 266 |
|
|
2021
Q3 | $10.7M | Sell |
91,948
-3,690
| -4% | -$429K | 0.05% | 266 |
|
|
2021
Q2 | $9.29M | Sell |
95,638
-6,852
| -7% | -$666K | 0.05% | 283 |
|
|
2021
Q1 | $7.64M | Sell |
102,490
-2,194
| -2% | -$164K | 0.04% | 294 |
|
|
2020
Q4 | $6.79M | Sell |
104,684
-186
| -0.2% | -$12.1K | 0.04% | 302 |
|
|
2020
Q3 | $5.47M | Sell |
104,870
-4,145
| -4% | -$216K | 0.04% | 328 |
|
|
2020
Q2 | $6.18M | Sell |
109,015
-9,533
| -8% | -$540K | 0.04% | 322 |
|
|
2020
Q1 | $5.4M | Sell |
118,548
-16,397
| -12% | -$747K | 0.04% | 320 |
|
|
2019
Q4 | $7.55M | Sell |
134,945
-1,035
| -0.8% | -$57.9K | 0.05% | 344 |
|
|
2019
Q3 | $6.64M | Buy |
135,980
+81,077
| +148% | +$3.96M | 0.05% | 349 |
|
|
2019
Q2 | $2.44M | Sell |
54,903
-119,054
| -68% | -$5.29M | 0.02% | 556 |
|
|
2019
Q1 | $6.08M | Sell |
173,957
-13,697
| -7% | -$479K | 0.04% | 376 |
|
|
2018
Q4 | $5.59M | Buy |
187,654
+10,923
| +6% | +$326K | 0.04% | 345 |
|
|
2018
Q3 | $6.73M | Sell |
176,731
-12,858
| -7% | -$490K | 0.05% | 378 |
|
|
2018
Q2 | $6.1M | Sell |
189,589
-11,446
| -6% | -$368K | 0.05% | 377 |
|
|
2018
Q1 | $6.42M | Sell |
201,035
-16,554
| -8% | -$529K | 0.05% | 365 |
|
|
2017
Q4 | $7.02M | Sell |
217,589
-17,008
| -7% | -$549K | 0.06% | 355 |
|
|
2017
Q3 | $7.83M | Sell |
234,597
-3,397
| -1% | -$113K | 0.07% | 318 |
|
|
2017
Q2 | $7.94M | Buy |
237,994
+51,876
| +28% | +$1.73M | 0.07% | 309 |
|
|
2017
Q1 | $5.53M | Sell |
186,118
-14,253
| -7% | -$423K | 0.05% | 355 |
|
|
2016
Q4 | $5.42M | Sell |
200,371
-14,674
| -7% | -$397K | 0.05% | 356 |
|
|
2016
Q3 | $5.49M | Buy |
215,045
+13,548
| +7% | +$346K | 0.05% | 366 |
|
|
2016
Q2 | $5.04M | Sell |
201,497
-6,685
| -3% | -$167K | 0.05% | 361 |
|
|
2016
Q1 | $5.84M | Sell |
208,182
-32,120
| -13% | -$901K | 0.06% | 307 |
|
|
2015
Q4 | $7.03M | Buy |
240,302
+2,938
| +1% | +$85.9K | 0.08% | 270 |
|
|
2015
Q3 | $7.24M | Buy |
237,364
+6,548
| +3% | +$200K | 0.09% | 247 |
|
|
2015
Q2 | $9.26M | Buy |
230,816
+10,245
| +5% | +$411K | 0.11% | 229 |
|
|
2015
Q1 | $8.87M | Buy |
220,571
+10,670
| +5% | +$429K | 0.11% | 236 |
|
|
2014
Q4 | $6.97M | Buy |
209,901
+22,514
| +12% | +$747K | 0.1% | 218 |
|
|
2014
Q3 | $5.79M | Buy |
187,387
+31,821
| +20% | +$983K | 0.1% | 230 |
|
|
2014
Q2 | $5.11M | Buy |
155,566
+22,102
| +17% | +$725K | 0.09% | 237 |
|
|
2014
Q1 | $4.36M | Buy |
133,464
+4,994
| +4% | +$163K | 0.09% | 223 |
|
|
2013
Q4 | $3.97M | Buy |
128,470
+5,477
| +4% | +$169K | 0.14% | 162 |
|
|
2013
Q3 | $3M | Buy |
122,993
+36,378
| +42% | +$889K | 0.1% | 202 |
|
|
2013
Q2 | $1.79M | Buy |
+86,615
| New | +$1.79M | 0.05% | 323 |
|