Avantax Planning Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,177
| Closed | -$209K | – | 450 |
|
|
2025
Q1 | $209K | Buy |
+6,177
| New | +$209K | 0.01% | 407 |
|
|
2024
Q4 | – | Sell |
-7,027
| Closed | -$221K | – | 435 |
|
|
2024
Q3 | $221K | Sell |
7,027
-280
| -4% | -$8.79K | 0.01% | 403 |
|
|
2024
Q2 | $264K | Sell |
7,307
-285
| -4% | -$10.3K | 0.01% | 383 |
|
|
2024
Q1 | $286K | Buy |
7,592
+741
| +11% | +$27.9K | 0.01% | 370 |
|
|
2023
Q4 | $243K | Sell |
6,851
-229
| -3% | -$8.11K | 0.01% | 327 |
|
|
2023
Q3 | $274K | Buy |
7,080
+155
| +2% | +$6K | 0.01% | 297 |
|
|
2023
Q2 | $244K | Buy |
6,925
+26
| +0.4% | +$918 | 0.01% | 329 |
|
|
2023
Q1 | $262K | Sell |
6,899
-396
| -5% | -$15K | 0.01% | 318 |
|
|
2022
Q4 | $255K | Sell |
7,295
-886
| -11% | -$30.9K | 0.01% | 319 |
|
|
2022
Q3 | $234K | Sell |
8,181
-18
| -0.2% | -$515 | 0.01% | 303 |
|
|
2022
Q2 | $232K | Sell |
8,199
-1,996
| -20% | -$56.5K | 0.01% | 307 |
|
|
2022
Q1 | $300K | Sell |
10,195
-1,136
| -10% | -$33.4K | 0.01% | 282 |
|
|
2021
Q4 | $302K | Buy |
11,331
+235
| +2% | +$6.26K | 0.01% | 275 |
|
|
2021
Q3 | $303K | Buy |
11,096
+169
| +2% | +$4.62K | 0.01% | 251 |
|
|
2021
Q2 | $289K | Buy |
10,927
+739
| +7% | +$19.5K | 0.01% | 258 |
|
|
2021
Q1 | $248K | Buy |
+10,188
| New | +$248K | 0.01% | 268 |
|
|
2020
Q3 | – | Sell |
-10,869
| Closed | -$253K | – | 297 |
|
|
2020
Q2 | $253K | Buy |
10,869
+1,409
| +15% | +$32.8K | 0.01% | 233 |
|
|
2020
Q1 | $231K | Sell |
9,460
-1,006
| -10% | -$24.6K | 0.02% | 235 |
|
|
2019
Q4 | $395K | Sell |
10,466
-57
| -0.5% | -$2.15K | 0.02% | 199 |
|
|
2019
Q3 | $400K | Sell |
10,523
-544
| -5% | -$20.7K | 0.02% | 200 |
|
|
2019
Q2 | $447K | Buy |
11,067
+48
| +0.4% | +$1.94K | 0.03% | 183 |
|
|
2019
Q1 | $474K | Buy |
11,019
+1,163
| +12% | +$50K | 0.03% | 170 |
|
|
2018
Q4 | $362K | Sell |
9,856
-780
| -7% | -$28.6K | 0.03% | 170 |
|
|
2018
Q3 | $468K | Sell |
10,636
-30
| -0.3% | -$1.32K | 0.04% | 144 |
|
|
2018
Q2 | $458K | Sell |
10,666
-3,061
| -22% | -$131K | 0.04% | 136 |
|
|
2018
Q1 | $523K | Sell |
13,727
-267
| -2% | -$10.2K | 0.04% | 172 |
|
|
2017
Q4 | $538K | Sell |
13,994
-1,970
| -12% | -$75.7K | 0.05% | 160 |
|
|
2017
Q3 | $553K | Buy |
15,964
+1,802
| +13% | +$62.4K | 0.04% | 192 |
|
|
2017
Q2 | $435K | Buy |
14,162
+54
| +0.4% | +$1.66K | 0.04% | 207 |
|
|
2017
Q1 | $425K | Sell |
14,108
-3,722
| -21% | -$112K | 0.04% | 199 |
|
|
2016
Q4 | $571K | Buy |
+17,830
| New | +$571K | 0.06% | 150 |
|