Arete Wealth Advisors’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 | – | Sell |
-8,196
| Closed | -$285K | – | 373 |
|
|
2025
Q4 | $285K | Sell |
8,196
-920
| -10% | -$32.3K | 0.02% | 610 |
|
|
2025
Q3 | $314K | Buy |
9,116
+19
| +0.2% | +$636 | 0.02% | 585 |
|
|
2025
Q2 | $272K | Buy |
9,097
+299
| +3% | +$8.77K | 0.02% | 593 |
|
|
2025
Q1 | $297K | Sell |
8,798
-1,718
| -16% | -$56.1K | 0.02% | 535 |
|
|
2024
Q4 | $311K | Buy |
10,516
+2,757
| +36% | +$82.8K | 0.02% | 543 |
|
|
2024
Q3 | $243K | Sell |
7,759
-21,890
| -74% | -$741K | 0.02% | 586 |
|
|
2024
Q2 | $1.07M | Sell |
29,649
-307
| -1% | -$11.5K | 0.09% | 219 |
|
|
2024
Q1 | $1.13M | Buy |
29,956
+4,668
| +18% | +$167K | 0.1% | 193 |
|
|
2023
Q4 | $895K | Sell |
25,288
-1,207
| -5% | -$44.2K | 0.07% | 273 |
|
|
2023
Q3 | $1.03M | Sell |
26,495
-4,887
| -16% | -$181K | 0.18% | 124 |
|
|
2023
Q2 | $1.11M | Buy |
31,382
+4,798
| +18% | +$178K | 0.1% | 200 |
|
|
2023
Q1 | $1.01M | Sell |
26,584
-3,420
| -11% | -$128K | 0.08% | 210 |
|
|
2022
Q4 | $1.05B | Buy |
30,004
+2,795
| +10% | +$93K | 0.09% | 191 |
|
|
2022
Q3 | $777K | Buy |
+27,209
| New | +$810K | 0.08% | 219 |
|
|
2022
Q2 | – | Sell |
-16,803
| Closed | -$494K | – | 466 |
|
|
2022
Q1 | $494K | Buy |
16,803
+2,283
| +16% | +$69.6K | 0.04% | 281 |
|
|
2021
Q4 | $388K | Buy |
+14,520
| New | +$403K | 0.03% | 336 |
|
|
2019
Q2 | – | Sell |
-4,839
| Closed | -$208K | – | 393 |
|
|
2019
Q1 | $208K | Buy |
+4,839
| New | +$198K | 0.04% | 353 |
|
|
2014
Q1 | – | Sell |
-19,002
| Closed | -$756K | – | 112 |
|
|
2013
Q4 | $756K | Buy |
+19,002
| New | +$708K | 0.75% | 32 |
|
Other funds holding BP
