Beacon Financial Advisory’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
33,542
-1,639
| -5% | -$49.1K | 0.26% | 101 |
|
|
2025
Q1 | $1.19M | Sell |
35,181
-450
| -1% | -$15.2K | 0.36% | 73 |
|
|
2024
Q4 | $1.05M | Buy |
35,631
+5,659
| +19% | +$167K | 0.34% | 79 |
|
|
2024
Q3 | $941K | Sell |
29,972
-941
| -3% | -$29.5K | 0.32% | 87 |
|
|
2024
Q2 | $1.12M | Buy |
30,913
+3,239
| +12% | +$117K | 0.42% | 57 |
|
|
2024
Q1 | $1.04M | Buy |
27,674
+1,311
| +5% | +$49.4K | 0.51% | 52 |
|
|
2023
Q4 | $933K | Buy |
26,363
+41
| +0.2% | +$1.45K | 0.45% | 67 |
|
|
2023
Q3 | $1.02M | Buy |
26,322
+900
| +4% | +$34.8K | 0.56% | 48 |
|
|
2023
Q2 | $897K | Sell |
25,422
-881
| -3% | -$31.1K | 0.51% | 58 |
|
|
2023
Q1 | $998K | Buy |
26,303
+3,200
| +14% | +$121K | 0.63% | 45 |
|
|
2022
Q4 | $807K | Buy |
+23,103
| New | +$807K | 0.58% | 53 |
|