Center for Financial Planning’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.2K | Sell |
1,210
-1,444
| -54% | -$43.2K | ﹤0.01% | 328 |
|
|
2025
Q1 | $89.7K | Hold |
2,654
| – | – | 0.01% | 215 |
|
|
2024
Q4 | $78.5K | Hold |
2,654
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $83.3K | Hold |
2,654
| – | – | 0.01% | 196 |
|
|
2024
Q2 | $95.8K | Hold |
2,654
| – | – | 0.01% | 184 |
|
|
2024
Q1 | $100K | Hold |
2,654
| – | – | 0.01% | 182 |
|
|
2023
Q4 | $94K | Hold |
2,654
| – | – | 0.02% | 175 |
|
|
2023
Q3 | $103K | Hold |
2,654
| – | – | 0.02% | 168 |
|
|
2023
Q2 | $93.7K | Hold |
2,654
| – | – | 0.02% | 176 |
|
|
2023
Q1 | $101K | Buy |
2,654
+1,444
| +119% | +$54.8K | 0.02% | 166 |
|
|
2022
Q4 | $42.3K | Hold |
1,210
| – | – | 0.01% | 232 |
|
|
2022
Q3 | $35K | Hold |
1,210
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $34K | Sell |
1,210
-533
| -31% | -$15K | 0.01% | 244 |
|
|
2022
Q1 | $51K | Buy |
1,743
+533
| +44% | +$15.6K | 0.01% | 228 |
|
|
2021
Q4 | $32K | Buy |
1,210
+971
| +406% | +$25.7K | 0.01% | 272 |
|
|
2021
Q3 | $7K | Sell |
239
-971
| -80% | -$28.4K | ﹤0.01% | 392 |
|
|
2021
Q2 | $32K | Hold |
1,210
| – | – | 0.01% | 258 |
|
|
2021
Q1 | $29K | Buy |
1,210
+100
| +9% | +$2.4K | 0.01% | 262 |
|
|
2020
Q4 | $23K | Hold |
1,110
| – | – | 0.01% | 268 |
|
|
2020
Q3 | $19K | Hold |
1,110
| – | – | 0.01% | 263 |
|
|
2020
Q2 | $26K | Buy |
1,110
+28
| +3% | +$656 | 0.01% | 232 |
|
|
2020
Q1 | $26K | Buy |
1,082
+72
| +7% | +$1.73K | 0.01% | 228 |
|
|
2019
Q4 | $38K | Buy |
+1,010
| New | +$38K | 0.01% | 211 |
|