Concurrent Investment 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 | $1.02M | Buy |
34,156
+1,660
| +5% | +$49.7K | 0.02% | 583 |
|
2025
Q1 | $1.1M | Buy |
32,496
+5,664
| +21% | +$191K | 0.03% | 522 |
|
2024
Q4 | $793K | Buy |
26,832
+1,576
| +6% | +$46.6K | 0.02% | 543 |
|
2024
Q3 | $793K | Buy |
25,256
+1,666
| +7% | +$52.3K | 0.02% | 516 |
|
2024
Q2 | $852K | Buy |
23,590
+9,768
| +71% | +$353K | 0.03% | 463 |
|
2024
Q1 | $521K | Sell |
13,822
-3,757
| -21% | -$142K | 0.02% | 536 |
|
2023
Q4 | $622K | Buy |
+17,579
| New | +$622K | 0.03% | 441 |
|