Ownership history in Stolper Co · 24 quarters on record
This page tracks every 13F SEC filing in which Stolper Co reported a position in BLACKROCK CR ALLOCATION INCOME (BTZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 82,079 | +1,783 | +2.2% | 0.26% | $889K | $10.57 |
| 2025 Q3 | REDUCED | 80,296 | -197 | -0.2% | 0.27% | $887K | $10.54 |
| 2025 Q2 | ADDED | 80,493 | +4,944 | +6.5% | 0.29% | $879K | $10.18 |
| 2025 Q1 | ADDED | 75,549 | +947 | +1.3% | 0.27% | $810K | $9.76 |
| 2024 Q4 | REDUCED | 74,602 | -835 | -1.1% | 0.26% | $780K | $9.30 |
| 2024 Q3 | ADDED | 75,437 | +191 | +0.3% | 0.28% | $851K | $9.80 |
| 2024 Q2 | ADDED | 75,246 | +1,281 | +1.7% | 0.28% | $806K | $9.09 |
| 2024 Q1 | ADDED | 73,965 | +10,005 | +15.6% | 0.29% | $791K | $8.86 |
| 2023 Q4 | ADDED | 63,960 | +3,364 | +5.6% | 0.27% | $660K | $8.36 |
| 2023 Q3 | REDUCED | 60,596 | -1,056 | -1.7% | 0.25% | $587K | $7.64 |
As of 2025 Q4 — sorted by position size