Cerity Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Sell |
742,197
-29,165
| -4% | -$873K | 0.04% | 340 |
|
|
2025
Q1 | $26.1M | Sell |
771,362
-137,934
| -15% | -$4.66M | 0.05% | 281 |
|
|
2024
Q4 | $28.1M | Buy |
909,296
+8,304
| +0.9% | +$257K | 0.06% | 254 |
|
|
2024
Q3 | $28.3M | Buy |
900,992
+327,098
| +57% | +$10.3M | 0.06% | 258 |
|
|
2024
Q2 | $20.7M | Sell |
573,894
-375,478
| -40% | -$13.6M | 0.05% | 275 |
|
|
2024
Q1 | $35.8M | Buy |
949,372
+724,317
| +322% | +$27.3M | 0.09% | 199 |
|
|
2023
Q4 | $7.97M | Buy |
225,055
+35,242
| +19% | +$1.25M | 0.03% | 412 |
|
|
2023
Q3 | $7.35M | Sell |
189,813
-22,164
| -10% | -$858K | 0.04% | 343 |
|
|
2023
Q2 | $7.48M | Buy |
211,977
+2,967
| +1% | +$105K | 0.03% | 404 |
|
|
2023
Q1 | $7.94M | Buy |
209,010
+4,789
| +2% | +$182K | 0.02% | 393 |
|
|
2022
Q4 | $7.13M | Buy |
204,221
+142,139
| +229% | +$4.96M | 0.05% | 300 |
|
|
2022
Q3 | $1.77M | Buy |
62,082
+5,274
| +9% | +$151K | 0.02% | 391 |
|
|
2022
Q2 | $1.61M | Buy |
56,808
+30,394
| +115% | +$862K | 0.02% | 445 |
|
|
2022
Q1 | $777K | Sell |
26,414
-5,246
| -17% | -$154K | 0.01% | 488 |
|
|
2021
Q4 | $845K | Buy |
31,660
+10,103
| +47% | +$270K | 0.01% | 463 |
|
|
2021
Q3 | $589K | Buy |
21,557
+867
| +4% | +$23.7K | 0.01% | 431 |
|
|
2021
Q2 | $547K | Sell |
20,690
-399
| -2% | -$10.5K | 0.01% | 453 |
|
|
2021
Q1 | $514K | Buy |
21,089
+102
| +0.5% | +$2.49K | 0.01% | 442 |
|
|
2020
Q4 | $431K | Sell |
20,987
-2,254
| -10% | -$46.3K | 0.01% | 435 |
|
|
2020
Q3 | $406K | Buy |
23,241
+5,021
| +28% | +$87.7K | 0.02% | 349 |
|
|
2020
Q2 | $425K | Buy |
18,220
+3,855
| +27% | +$89.9K | 0.02% | 299 |
|
|
2020
Q1 | $349K | Sell |
14,365
-3,024
| -17% | -$73.5K | 0.02% | 322 |
|
|
2019
Q4 | $656K | Sell |
17,389
-36,373
| -68% | -$1.37M | 0.03% | 297 |
|
|
2019
Q3 | $2.04M | Buy |
53,762
+10,446
| +24% | +$397K | 0.12% | 157 |
|
|
2019
Q2 | $1.78M | Sell |
43,316
-5,028
| -10% | -$206K | 0.11% | 167 |
|
|
2019
Q1 | $2.08M | Sell |
48,344
-112,497
| -70% | -$4.84M | 0.14% | 162 |
|
|
2018
Q4 | $5.91M | Buy |
160,841
+88,058
| +121% | +$3.24M | 0.4% | 55 |
|
|
2018
Q3 | $3.2M | Sell |
72,783
-1,456
| -2% | -$64.1K | 0.22% | 117 |
|
|
2018
Q2 | $3.19M | Buy |
74,239
+197
| +0.3% | +$8.47K | 0.24% | 112 |
|
|
2018
Q1 | $2.79M | Sell |
74,042
-2,563
| -3% | -$96.5K | 0.21% | 121 |
|
|
2017
Q4 | $2.95M | Sell |
76,605
-159
| -0.2% | -$6.12K | 0.2% | 117 |
|
|
2017
Q3 | $2.66M | Buy |
76,764
+9,380
| +14% | +$325K | 0.19% | 119 |
|
|
2017
Q2 | $2.07M | Sell |
67,384
-1,715
| -2% | -$52.7K | 0.17% | 113 |
|
|
2017
Q1 | $2.08M | Buy |
69,099
+34,811
| +102% | +$1.05M | 0.17% | 119 |
|
|
2016
Q4 | $1.1M | Buy |
+34,288
| New | +$1.1M | 1.51% | 30 |
|