CAPTRUST Financial 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 | $4.15M | Sell |
138,808
-12,103
| -8% | -$362K | 0.01% | 668 |
|
|
2025
Q1 | $5.1M | Buy |
150,911
+1,341
| +0.9% | +$45.3K | 0.01% | 589 |
|
|
2024
Q4 | $4.42M | Sell |
149,570
-291,403
| -66% | -$8.61M | 0.01% | 572 |
|
|
2024
Q3 | $13.8M | Buy |
440,973
+5,150
| +1% | +$162K | 0.04% | 312 |
|
|
2024
Q2 | $15.7M | Buy |
435,823
+391
| +0.1% | +$14.1K | 0.05% | 261 |
|
|
2024
Q1 | $16.4M | Sell |
435,432
-44,536
| -9% | -$1.68M | 0.06% | 249 |
|
|
2023
Q4 | $17M | Buy |
479,968
+21,122
| +5% | +$748K | 0.06% | 265 |
|
|
2023
Q3 | $17.8M | Buy |
458,846
+26,130
| +6% | +$1.01M | 0.07% | 232 |
|
|
2023
Q2 | $15.3M | Buy |
432,716
+32,618
| +8% | +$1.15M | 0.06% | 239 |
|
|
2023
Q1 | $15.2M | Sell |
400,098
-41,059
| -9% | -$1.56M | 0.07% | 219 |
|
|
2022
Q4 | $15.4M | Buy |
441,157
+52,652
| +14% | +$1.84M | 0.08% | 212 |
|
|
2022
Q3 | $11.1M | Buy |
388,505
+59,170
| +18% | +$1.69M | 0.06% | 244 |
|
|
2022
Q2 | $9.34M | Buy |
329,335
+55,056
| +20% | +$1.56M | 0.06% | 257 |
|
|
2022
Q1 | $8.06M | Buy |
274,279
+66,152
| +32% | +$1.94M | 0.05% | 269 |
|
|
2021
Q4 | $5.54M | Buy |
208,127
+49,786
| +31% | +$1.33M | 0.04% | 336 |
|
|
2021
Q3 | $4.33M | Buy |
158,341
+44,201
| +39% | +$1.21M | 0.04% | 347 |
|
|
2021
Q2 | $3.02M | Buy |
114,140
+22,446
| +24% | +$593K | 0.03% | 394 |
|
|
2021
Q1 | $2.23M | Buy |
91,694
+24,324
| +36% | +$592K | 0.02% | 442 |
|
|
2020
Q4 | $1.38M | Buy |
67,370
+14,436
| +27% | +$296K | 0.02% | 497 |
|
|
2020
Q3 | $891K | Sell |
52,934
-8,765
| -14% | -$148K | 0.01% | 543 |
|
|
2020
Q2 | $1.43M | Sell |
61,699
-496,710
| -89% | -$11.5M | 0.02% | 417 |
|
|
2020
Q1 | $13.6M | Sell |
558,409
-156,100
| -22% | -$3.8M | 0.3% | 91 |
|
|
2019
Q4 | $27.3M | Buy |
+714,509
| New | +$27.3M | 0.43% | 57 |
|