Allworth Financial’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
42,226
+15,771
| +60% | +$472K | 0.01% | 577 |
|
|
2025
Q1 | $767K | Buy |
26,455
+7,114
| +37% | +$206K | ﹤0.01% | 587 |
|
|
2024
Q4 | $602K | Buy |
19,341
+7,746
| +67% | +$241K | ﹤0.01% | 642 |
|
|
2024
Q3 | $364K | Sell |
11,595
-938
| -7% | -$29.4K | ﹤0.01% | 665 |
|
|
2024
Q2 | $443K | Sell |
12,533
-5,108
| -29% | -$181K | ﹤0.01% | 598 |
|
|
2024
Q1 | $665K | Buy |
17,641
+8,135
| +86% | +$307K | ﹤0.01% | 490 |
|
|
2023
Q4 | $337K | Sell |
9,506
-192
| -2% | -$6.8K | ﹤0.01% | 618 |
|
|
2023
Q3 | $375K | Sell |
9,698
-406
| -4% | -$15.7K | ﹤0.01% | 548 |
|
|
2023
Q2 | $357K | Sell |
10,104
-334
| -3% | -$11.8K | ﹤0.01% | 573 |
|
|
2023
Q1 | $396K | Buy |
10,438
+1,305
| +14% | +$49.5K | ﹤0.01% | 516 |
|
|
2022
Q4 | $319K | Sell |
9,133
-507
| -5% | -$17.7K | ﹤0.01% | 543 |
|
|
2022
Q3 | $275K | Sell |
9,640
-2,849
| -23% | -$81.3K | ﹤0.01% | 529 |
|
|
2022
Q2 | $354K | Buy |
12,489
+1,519
| +14% | +$43.1K | ﹤0.01% | 463 |
|
|
2022
Q1 | $323K | Sell |
10,970
-319
| -3% | -$9.39K | ﹤0.01% | 467 |
|
|
2021
Q4 | $301K | Sell |
11,289
-167
| -1% | -$4.45K | ﹤0.01% | 452 |
|
|
2021
Q3 | $313K | Buy |
11,456
+1,043
| +10% | +$28.5K | 0.01% | 398 |
|
|
2021
Q2 | $275K | Sell |
10,413
-1,599
| -13% | -$42.2K | 0.01% | 329 |
|
|
2021
Q1 | $292K | Buy |
12,012
+502
| +4% | +$12.2K | 0.01% | 304 |
|
|
2020
Q4 | $236K | Buy |
11,510
+754
| +7% | +$15.5K | 0.01% | 266 |
|
|
2020
Q3 | $188K | Buy |
10,756
+21
| +0.2% | +$367 | 0.01% | 247 |
|
|
2020
Q2 | $250K | Buy |
10,735
+4,832
| +82% | +$113K | 0.01% | 216 |
|
|
2020
Q1 | $144K | Buy |
5,903
+298
| +5% | +$7.27K | ﹤0.01% | 275 |
|
|
2019
Q4 | $212K | Buy |
5,605
+219
| +4% | +$8.28K | 0.01% | 189 |
|
|
2019
Q3 | $205K | Sell |
5,386
-72
| -1% | -$2.74K | 0.01% | 169 |
|
|
2019
Q2 | $224K | Sell |
5,458
-856
| -14% | -$35.1K | 0.01% | 150 |
|
|
2019
Q1 | $271K | Buy |
6,314
+436
| +7% | +$18.7K | 0.01% | 140 |
|
|
2018
Q4 | $216K | Buy |
5,878
+986
| +20% | +$36.2K | 0.01% | 142 |
|
|
2018
Q3 | $215K | Buy |
4,892
+327
| +7% | +$14.4K | 0.01% | 148 |
|
|
2018
Q2 | $196K | Sell |
4,565
-60
| -1% | -$2.58K | 0.01% | 148 |
|
|
2018
Q1 | $174K | Sell |
4,625
-69
| -1% | -$2.6K | 0.01% | 129 |
|
|
2017
Q4 | $181K | Buy |
4,694
+420
| +10% | +$16.2K | 0.01% | 122 |
|
|
2017
Q3 | $148K | Sell |
4,274
-861
| -17% | -$29.8K | 0.01% | 133 |
|
|
2017
Q2 | $158K | Buy |
5,135
+667
| +15% | +$20.5K | 0.01% | 131 |
|
|
2017
Q1 | $134K | Sell |
4,468
-80
| -2% | -$2.4K | 0.01% | 138 |
|
|
2016
Q4 | $146K | Sell |
4,548
-1,372
| -23% | -$44K | 0.01% | 122 |
|
|
2016
Q3 | $175K | Buy |
5,920
+558
| +10% | +$16.5K | 0.02% | 107 |
|
|
2016
Q2 | $160K | Hold |
5,362
| – | – | 0.02% | 110 |
|
|
2016
Q1 | $136K | Hold |
5,362
| – | – | 0.02% | 124 |
|
|
2015
Q4 | $141K | Sell |
5,362
-2,561
| -32% | -$67.3K | 0.03% | 112 |
|
|
2015
Q3 | $204K | Buy |
7,923
+184
| +2% | +$4.74K | 0.07% | 84 |
|
|
2015
Q2 | $260K | Sell |
7,739
-109
| -1% | -$3.66K | 0.09% | 79 |
|
|
2015
Q1 | $255K | Hold |
7,848
| – | – | 0.09% | 78 |
|
|
2014
Q4 | $248K | Sell |
7,848
-152
| -2% | -$4.8K | 0.09% | 77 |
|
|
2014
Q3 | $288K | Sell |
8,000
-264
| -3% | -$9.5K | 0.11% | 65 |
|
|
2014
Q2 | $357K | Sell |
8,264
-1,859
| -18% | -$80.3K | 0.16% | 48 |
|
|
2014
Q1 | $398K | Buy |
10,123
+3,326
| +49% | +$131K | 0.17% | 38 |
|
|
2013
Q4 | $270K | Buy |
6,797
+281
| +4% | +$11.2K | 0.13% | 47 |
|
|
2013
Q3 | $224K | Buy |
6,516
+3
| +0% | +$103 | 0.12% | 60 |
|
|
2013
Q2 | $222K | Buy |
+6,513
| New | +$222K | 0.12% | 53 |
|