Allegheny Financial Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $284K | Sell |
6,051
-429
| -7% | -$16.8K | 0.04% | 224 |
|
|
2025
Q4 | $225K | Buy |
6,480
+9
| +0.1% | +$316 | 0.03% | 258 |
|
|
2025
Q3 | $223K | Buy |
+6,471
| New | +$217K | 0.04% | 233 |
|
|
2025
Q2 | – | Sell |
-6,420
| Closed | -$217K | – | 249 |
|
|
2025
Q1 | $217K | Sell |
6,420
-7,445
| -54% | -$243K | 0.06% | 206 |
|
|
2024
Q4 | $410K | Sell |
13,865
-2,107
| -13% | -$63.3K | 0.11% | 146 |
|
|
2024
Q3 | $501K | Buy |
15,972
+13
| +0.1% | +$440 | 0.12% | 141 |
|
|
2024
Q2 | $576K | Buy |
15,959
+6
| +0% | +$225 | 0.17% | 116 |
|
|
2024
Q1 | $601K | Buy |
15,953
+493
| +3% | +$17.7K | 0.19% | 102 |
|
|
2023
Q4 | $547K | Buy |
15,460
+2,656
| +21% | +$97.3K | 0.18% | 107 |
|
|
2023
Q3 | $496K | Buy |
12,804
+1,002
| +8% | +$37.2K | 0.19% | 102 |
|
|
2023
Q2 | $416K | Buy |
11,802
+2
| +0% | +$74 | 0.2% | 102 |
|
|
2023
Q1 | $448K | Hold |
11,800
| – | – | 0.18% | 109 |
|
|
2022
Q4 | $412K | Buy |
11,800
+2
| +0% | +$67 | 0.17% | 108 |
|
|
2022
Q3 | $336K | Sell |
11,798
-14
| -0.1% | -$417 | 0.16% | 109 |
|
|
2022
Q2 | $335K | Buy |
11,812
+1
| +0% | +$31 | 0.16% | 110 |
|
|
2022
Q1 | $347K | Sell |
11,811
-499
| -4% | -$15.2K | 0.15% | 109 |
|
|
2021
Q4 | $328K | Sell |
12,310
-466
| -4% | -$12.9K | 0.13% | 112 |
|
|
2021
Q3 | $349K | Sell |
12,776
-195
| -2% | -$4.88K | 0.16% | 97 |
|
|
2021
Q2 | $343K | Sell |
12,971
-528
| -4% | -$13.8K | 0.16% | 96 |
|
|
2021
Q1 | $329K | Sell |
13,499
-40
| -0.3% | -$963 | 0.24% | 69 |
|
|
2020
Q4 | $278K | Buy |
+13,539
| New | +$255K | 0.15% | 102 |
|
Other funds holding BP
