Avestar Capital’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,136
| Closed | -$211K | – | 497 |
|
|
2024
Q4 | $211K | Buy |
+7,136
| New | +$214K | 0.02% | 469 |
|
|
2024
Q3 | – | Sell |
-5,705
| Closed | -$206K | – | 472 |
|
|
2024
Q2 | $206K | Buy |
+5,705
| New | +$214K | 0.02% | 416 |
|
|
2022
Q2 | – | Sell |
-15,742
| Closed | -$463K | – | 300 |
|
|
2022
Q1 | $463K | Sell |
15,742
-6,946
| -31% | -$212K | 0.07% | 237 |
|
|
2021
Q4 | $604K | Buy |
22,688
+857
| +4% | +$23.8K | 0.07% | 222 |
|
|
2021
Q3 | $597K | Buy |
21,831
+131
| +0.6% | +$3.28K | 0.08% | 258 |
|
|
2021
Q2 | $573K | Sell |
21,700
-1,500
| -6% | -$39.3K | 0.08% | 253 |
|
|
2021
Q1 | $595K | Buy |
23,200
+1,785
| +8% | +$43K | 0.13% | 166 |
|
|
2020
Q4 | $439K | Sell |
21,415
-14,425
| -40% | -$272K | 0.12% | 151 |
|
|
2020
Q3 | $566K | Buy |
35,840
+3,123
| +10% | +$67.6K | 0.19% | 115 |
|
|
2020
Q2 | $763K | Buy |
32,717
+12,737
| +64% | +$306K | 0.34% | 76 |
|
|
2020
Q1 | $487K | Buy |
+19,980
| New | +$646K | 0.27% | 91 |
|
|
2019
Q3 | – | Sell |
-165
| Closed | -$6K | – | 257 |
|
|
2019
Q2 | $6K | Hold |
165
| – | – | ﹤0.01% | 558 |
|
|
2019
Q1 | $6K | Sell |
165
-191
| -54% | -$7.83K | ﹤0.01% | 544 |
|
|
2018
Q4 | $12K | Sell |
356
-47
| -12% | -$1.88K | 0.01% | 412 |
|
|
2018
Q3 | $17K | Buy |
403
+21
| +5% | +$878 | 0.01% | 384 |
|
|
2018
Q2 | $14K | Sell |
382
-5
| -1% | -$210 | 0.01% | 405 |
|
|
2018
Q1 | $12K | Buy |
387
+162
| +72% | +$6.1K | 0.01% | 396 |
|
|
2017
Q4 | $7K | Buy |
+225
| New | +$8.15K | 0.01% | 497 |
|
Other funds holding BP
