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