Beacon Pointe Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
52,262
-10,293
| -16% | -$308K | 0.02% | 534 |
|
|
2025
Q1 | $2.11M | Sell |
62,555
-25,191
| -29% | -$851K | 0.02% | 448 |
|
|
2024
Q4 | $2.59M | Sell |
87,746
-17,520
| -17% | -$518K | 0.03% | 404 |
|
|
2024
Q3 | $3.3M | Sell |
105,266
-6,210
| -6% | -$195K | 0.04% | 369 |
|
|
2024
Q2 | $4.02M | Sell |
111,476
-925
| -0.8% | -$33.4K | 0.05% | 332 |
|
|
2024
Q1 | $4.24M | Buy |
112,401
+7,945
| +8% | +$299K | 0.05% | 326 |
|
|
2023
Q4 | $3.7M | Sell |
104,456
-2,379
| -2% | -$84.2K | 0.04% | 348 |
|
|
2023
Q3 | $4.14M | Buy |
106,835
+17,694
| +20% | +$685K | 0.05% | 314 |
|
|
2023
Q2 | $3.15M | Buy |
89,141
+8,715
| +11% | +$308K | 0.05% | 295 |
|
|
2023
Q1 | $3.05M | Buy |
80,426
+8,807
| +12% | +$334K | 0.05% | 304 |
|
|
2022
Q4 | $2.5M | Buy |
71,619
+39,665
| +124% | +$1.39M | 0.05% | 313 |
|
|
2022
Q3 | $913K | Sell |
31,954
-866
| -3% | -$24.7K | 0.02% | 483 |
|
|
2022
Q2 | $930K | Sell |
32,820
-26,455
| -45% | -$750K | 0.02% | 484 |
|
|
2022
Q1 | $1.74M | Buy |
59,275
+31,814
| +116% | +$936K | 0.02% | 476 |
|
|
2021
Q4 | $731K | Buy |
27,461
+10,960
| +66% | +$292K | 0.02% | 450 |
|
|
2021
Q3 | $451K | Sell |
16,501
-4,679
| -22% | -$128K | 0.01% | 564 |
|
|
2021
Q2 | $560K | Buy |
+21,180
| New | +$560K | 0.02% | 456 |
|