Clearstead 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 | $355K | Sell |
11,870
-1,308
| -10% | -$39.1K | 0.01% | 703 |
|
|
2025
Q1 | $445K | Sell |
13,178
-4,139
| -24% | -$140K | 0.01% | 607 |
|
|
2024
Q4 | $512K | Sell |
17,317
-612
| -3% | -$18.1K | 0.01% | 568 |
|
|
2024
Q3 | $563K | Sell |
17,929
-489
| -3% | -$15.4K | 0.01% | 540 |
|
|
2024
Q2 | $665K | Buy |
18,418
+14,406
| +359% | +$520K | 0.01% | 478 |
|
|
2024
Q1 | $153K | Hold |
4,012
| – | – | 0.01% | 514 |
|
|
2023
Q4 | $142K | Sell |
4,012
-4,748
| -54% | -$168K | 0.01% | 513 |
|
|
2023
Q3 | $339K | Buy |
8,760
+4,737
| +118% | +$183K | 0.01% | 461 |
|
|
2023
Q2 | $142K | Sell |
4,023
-1,583
| -28% | -$55.9K | 0.01% | 493 |
|
|
2023
Q1 | $213K | Sell |
5,606
-5,313
| -49% | -$202K | 0.02% | 385 |
|
|
2022
Q4 | $381K | Buy |
10,919
+317
| +3% | +$11.1K | 0.03% | 287 |
|
|
2022
Q3 | $303K | Buy |
10,602
+221
| +2% | +$6.32K | 0.03% | 305 |
|
|
2022
Q2 | $294K | Buy |
10,381
+4,171
| +67% | +$118K | 0.02% | 321 |
|
|
2022
Q1 | $183K | Buy |
6,210
+2,772
| +81% | +$81.7K | 0.01% | 420 |
|
|
2021
Q4 | $92K | Sell |
3,438
-26,200
| -88% | -$701K | 0.01% | 541 |
|
|
2021
Q3 | $810K | Buy |
29,638
+16,201
| +121% | +$443K | 0.06% | 191 |
|
|
2021
Q2 | $355K | Buy |
13,437
+1,420
| +12% | +$37.5K | 0.03% | 263 |
|
|
2021
Q1 | $293K | Sell |
12,017
-1,231
| -9% | -$30K | 0.02% | 285 |
|
|
2020
Q4 | $272K | Sell |
13,248
-3,074
| -19% | -$63.1K | 0.02% | 282 |
|
|
2020
Q3 | $285K | Buy |
16,322
+1,300
| +9% | +$22.7K | 0.03% | 236 |
|
|
2020
Q2 | $350K | Sell |
15,022
-2,825
| -16% | -$65.8K | 0.04% | 207 |
|
|
2020
Q1 | $435K | Buy |
17,847
+6,408
| +56% | +$156K | 0.06% | 167 |
|
|
2019
Q4 | $432K | Sell |
11,439
-262
| -2% | -$9.9K | 0.05% | 191 |
|
|
2019
Q3 | $445K | Sell |
11,701
-160
| -1% | -$6.09K | 0.06% | 177 |
|
|
2019
Q2 | $486K | Sell |
11,861
-437
| -4% | -$17.9K | 0.06% | 174 |
|
|
2019
Q1 | $529K | Sell |
12,298
-5,420
| -31% | -$233K | 0.07% | 161 |
|
|
2018
Q4 | $651K | Buy |
17,718
+3,478
| +24% | +$128K | 0.1% | 140 |
|
|
2018
Q3 | $627K | Sell |
14,240
-3,432
| -19% | -$151K | 0.09% | 132 |
|
|
2018
Q2 | $759K | Buy |
17,672
+1,968
| +13% | +$84.5K | 0.11% | 119 |
|
|
2018
Q1 | $592K | Hold |
15,704
| – | – | 0.09% | 129 |
|
|
2017
Q4 | $604K | Sell |
15,704
-528
| -3% | -$20.3K | 0.08% | 134 |
|
|
2017
Q3 | $563K | Sell |
16,232
-382
| -2% | -$13.3K | 0.07% | 144 |
|
|
2017
Q2 | $510K | Buy |
16,614
+5,525
| +50% | +$170K | 0.07% | 147 |
|
|
2017
Q1 | $334K | Buy |
11,089
+1,650
| +17% | +$49.7K | 0.05% | 167 |
|
|
2016
Q4 | $302K | Buy |
+9,439
| New | +$302K | 0.05% | 166 |
|