Coldstream Capital Management’s BP BP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
9,573
+114
+1% +$3.41K ﹤0.01% 911
2025
Q1
$320K Buy
9,459
+149
+2% +$5.04K 0.01% 784
2024
Q4
$275K Sell
9,310
-2,812
-23% -$83.1K 0.01% 863
2024
Q3
$381K Sell
12,122
-1,732
-13% -$54.4K 0.01% 719
2024
Q2
$500K Sell
13,854
-192
-1% -$6.93K 0.01% 550
2024
Q1
$529K Buy
14,046
+4,182
+42% +$158K 0.01% 530
2023
Q4
$349K Buy
9,864
+4,374
+80% +$155K 0.01% 649
2023
Q3
$213K Sell
5,490
-195
-3% -$7.55K 0.01% 738
2023
Q2
$201K Buy
5,685
+79
+1% +$2.79K 0.01% 785
2023
Q1
$213K Sell
5,606
-268
-5% -$10.2K 0.01% 758
2022
Q4
$205K Buy
+5,874
New +$205K 0.01% 758