Balboa Wealth 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 | $447K | Sell |
14,926
-3,480
| -19% | -$104K | 0.09% | 175 |
|
|
2025
Q1 | $622K | Sell |
18,406
-995
| -5% | -$33.6K | 0.15% | 113 |
|
|
2024
Q4 | $573K | Sell |
19,401
-1,081
| -5% | -$32K | 0.13% | 126 |
|
|
2024
Q3 | $643K | Sell |
20,482
-300
| -1% | -$9.42K | 0.16% | 115 |
|
|
2024
Q2 | $750K | Sell |
20,782
-453
| -2% | -$16.4K | 0.2% | 89 |
|
|
2024
Q1 | $800K | Sell |
21,235
-238
| -1% | -$8.97K | 0.24% | 76 |
|
|
2023
Q4 | $760K | Sell |
21,473
-1,461
| -6% | -$51.7K | 0.25% | 77 |
|
|
2023
Q3 | $888K | Sell |
22,934
-1,329
| -5% | -$51.5K | 0.33% | 53 |
|
|
2023
Q2 | $856K | Sell |
24,263
-1,288
| -5% | -$45.5K | 0.3% | 57 |
|
|
2023
Q1 | $969K | Sell |
25,551
-2,823
| -10% | -$107K | 0.37% | 52 |
|
|
2022
Q4 | $991K | Sell |
28,374
-237
| -0.8% | -$8.28K | 0.45% | 53 |
|
|
2022
Q3 | $817K | Buy |
+28,611
| New | +$817K | 0.36% | 56 |
|