Cape Investment 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 | $131K | Buy |
4,388
+49
| +1% | +$1.47K | 0.05% | 229 |
|
|
2025
Q1 | $147K | Buy |
4,339
+394
| +10% | +$13.3K | 0.06% | 208 |
|
|
2024
Q4 | $117K | Sell |
3,945
-3,812
| -49% | -$113K | 0.05% | 225 |
|
|
2024
Q3 | $243K | Hold |
7,757
| – | – | 0.1% | 152 |
|
|
2024
Q2 | $280K | Buy |
7,757
+364
| +5% | +$13.1K | 0.13% | 120 |
|
|
2024
Q1 | $279K | Buy |
7,393
+3,144
| +74% | +$118K | 0.13% | 120 |
|
|
2023
Q4 | $150K | Buy |
4,249
+50
| +1% | +$1.77K | 0.07% | 176 |
|
|
2023
Q3 | $163K | Sell |
4,199
-450
| -10% | -$17.4K | 0.09% | 151 |
|
|
2023
Q2 | $164K | Buy |
4,649
+22
| +0.5% | +$776 | 0.09% | 149 |
|
|
2023
Q1 | $176K | Buy |
+4,627
| New | +$176K | 0.11% | 135 |
|