Chicago Partners Investment Group’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $415K | Buy |
7,498
+275
| +4% | +$15.2K | 0.01% | 680 |
|
2025
Q1 | $349K | Sell |
7,223
-1,189
| -14% | -$57.5K | 0.01% | 637 |
|
2024
Q4 | $410K | Buy |
8,412
+98
| +1% | +$4.78K | 0.01% | 560 |
|
2024
Q3 | $463K | Buy |
8,314
+12
| +0.1% | +$669 | 0.02% | 511 |
|
2024
Q2 | $449K | Sell |
8,302
-179
| -2% | -$9.69K | 0.02% | 493 |
|
2024
Q1 | $498K | Buy |
8,481
+444
| +6% | +$26.1K | 0.02% | 448 |
|
2023
Q4 | $500K | Sell |
8,037
-1
| -0% | -$62 | 0.02% | 430 |
|
2023
Q3 | $441K | Buy |
8,038
+31
| +0.4% | +$1.7K | 0.02% | 434 |
|
2023
Q2 | $478K | Hold |
8,007
| – | – | 0.02% | 431 |
|
2023
Q1 | $473K | Buy |
8,007
+30
| +0.4% | +$1.77K | 0.03% | 390 |
|
2022
Q4 | $533K | Hold |
7,977
| – | – | 0.03% | 360 |
|
2022
Q3 | $421K | Buy |
7,977
+1,072
| +16% | +$56.6K | 0.03% | 366 |
|
2022
Q2 | $380K | Sell |
6,905
-830
| -11% | -$45.7K | 0.03% | 389 |
|
2022
Q1 | $440K | Hold |
7,735
| – | – | 0.03% | 344 |
|
2021
Q4 | $471K | Buy |
7,735
+6
| +0.1% | +$365 | 0.03% | 352 |
|
2021
Q3 | $380K | Hold |
7,729
| – | – | 0.03% | 390 |
|
2021
Q2 | $545K | Sell |
7,729
-28
| -0.4% | -$1.97K | 0.04% | 312 |
|
2021
Q1 | $524K | Buy |
7,757
+5
| +0.1% | +$338 | 0.04% | 303 |
|
2020
Q4 | $496K | Buy |
7,752
+36
| +0.5% | +$2.3K | 0.05% | 283 |
|
2020
Q3 | $341K | Hold |
7,716
| – | – | 0.04% | 293 |
|
2020
Q2 | $374K | Hold |
7,716
| – | – | 0.05% | 255 |
|
2020
Q1 | $275K | Buy |
7,716
+262
| +4% | +$9.34K | 0.04% | 265 |
|
2019
Q4 | $369K | Hold |
7,454
| – | – | 0.05% | 247 |
|
2019
Q3 | $325K | Buy |
7,454
+43
| +0.6% | +$1.88K | 0.05% | 251 |
|
2019
Q2 | $387K | Sell |
7,411
-213
| -3% | -$11.1K | 0.06% | 219 |
|
2019
Q1 | $374K | Buy |
7,624
+186
| +3% | +$9.12K | 0.06% | 213 |
|
2018
Q4 | $315K | Hold |
7,438
| – | – | 0.05% | 252 |
|
2018
Q3 | $294K | Buy |
7,438
+180
| +2% | +$7.12K | 0.04% | 242 |
|
2018
Q2 | $324K | Hold |
7,258
| – | – | 0.05% | 222 |
|
2018
Q1 | $288K | Buy |
7,258
+174
| +2% | +$6.9K | 0.05% | 219 |
|
2017
Q4 | $291K | Hold |
7,084
| – | – | 0.05% | 222 |
|
2017
Q3 | $256K | Buy |
7,084
+6,399
| +934% | +$231K | 0.04% | 228 |
|
2017
Q2 | $22K | Sell |
685
-5,912
| -90% | -$190K | 0.01% | 502 |
|
2017
Q1 | $214K | Sell |
6,597
-85
| -1% | -$2.76K | 0.06% | 181 |
|
2016
Q4 | $213K | Sell |
6,682
-284
| -4% | -$9.05K | 0.08% | 159 |
|
2016
Q3 | $215K | Sell |
6,966
-177
| -2% | -$5.46K | 0.09% | 159 |
|
2016
Q2 | $182K | Sell |
7,143
-265
| -4% | -$6.75K | 0.09% | 140 |
|
2016
Q1 | $171K | Hold |
7,408
| – | – | 0.09% | 141 |
|
2015
Q4 | $170K | Sell |
7,408
-247
| -3% | -$5.67K | 0.08% | 173 |
|
2015
Q3 | $216K | Buy |
7,655
+263
| +4% | +$7.42K | 0.12% | 114 |
|
2015
Q2 | $268K | Sell |
7,392
-335
| -4% | -$12.1K | 0.12% | 111 |
|
2015
Q1 | $309K | Sell |
7,727
-1,212
| -14% | -$48.5K | 0.14% | 98 |
|
2014
Q4 | $358K | Buy |
+8,939
| New | +$358K | 0.15% | 84 |
|