Creative Planning’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.7M | Buy |
333,060
+13,439
| +4% | +$527K | 0.01% | 523 |
|
|
2025
Q4 | $11.1M | Buy |
319,621
+51,116
| +19% | +$1.79M | 0.01% | 576 |
|
|
2025
Q3 | $9.25M | Buy |
268,505
+4,479
| +2% | +$150K | 0.01% | 600 |
|
|
2025
Q2 | $7.9M | Sell |
264,026
-17,558
| -6% | -$515K | 0.01% | 590 |
|
|
2025
Q1 | $9.51M | Buy |
281,584
+23,479
| +9% | +$766K | 0.01% | 493 |
|
|
2024
Q4 | $7.63M | Sell |
258,105
-6,083
| -2% | -$183K | 0.01% | 538 |
|
|
2024
Q3 | $8.29M | Buy |
264,188
+41,759
| +19% | +$1.41M | 0.01% | 495 |
|
|
2024
Q2 | $8.03M | Buy |
222,429
+4,580
| +2% | +$172K | 0.01% | 472 |
|
|
2024
Q1 | $8.21M | Sell |
217,849
-6,148
| -3% | -$220K | 0.01% | 462 |
|
|
2023
Q4 | $7.93M | Buy |
223,997
+16,718
| +8% | +$612K | 0.01% | 438 |
|
|
2023
Q3 | $8.03M | Sell |
207,279
-167
| -0.1% | -$6.2K | 0.01% | 408 |
|
|
2023
Q2 | $7.32M | Buy |
207,446
+1,425
| +0.7% | +$52.7K | 0.01% | 416 |
|
|
2023
Q1 | $7.82M | Sell |
206,021
-10,846
| -5% | -$405K | 0.01% | 390 |
|
|
2022
Q4 | $7.58M | Buy |
216,867
+6,882
| +3% | +$229K | 0.01% | 395 |
|
|
2022
Q3 | $6M | Buy |
209,985
+8,350
| +4% | +$248K | 0.01% | 403 |
|
|
2022
Q2 | $5.72M | Sell |
201,635
-12,634
| -6% | -$387K | 0.01% | 422 |
|
|
2022
Q1 | $6.3M | Buy |
214,269
+2,690
| +1% | +$82K | 0.01% | 406 |
|
|
2021
Q4 | $5.63M | Sell |
211,579
-329
| -0.2% | -$9.13K | 0.01% | 394 |
|
|
2021
Q3 | $5.79M | Buy |
211,908
+29,703
| +16% | +$744K | 0.01% | 385 |
|
|
2021
Q2 | $4.81M | Sell |
182,205
-68,187
| -27% | -$1.79M | 0.01% | 417 |
|
|
2021
Q1 | $6.1M | Sell |
250,392
-35,952
| -13% | -$866K | 0.01% | 365 |
|
|
2020
Q4 | $5.88M | Buy |
286,344
+7,872
| +3% | +$148K | 0.01% | 343 |
|
|
2020
Q3 | $4.86M | Buy |
278,472
+17,843
| +7% | +$386K | 0.01% | 316 |
|
|
2020
Q2 | $6.08M | Buy |
260,629
+30,967
| +13% | +$743K | 0.02% | 258 |
|
|
2020
Q1 | $5.6M | Sell |
229,662
-25,880
| -10% | -$837K | 0.02% | 241 |
|
|
2019
Q4 | $9.64M | Buy |
255,542
+27,363
| +12% | +$1.04M | 0.03% | 195 |
|
|
2019
Q3 | $8.67M | Sell |
228,179
-13,590
| -6% | -$519K | 0.03% | 199 |
|
|
2019
Q2 | $9.91M | Buy |
241,769
+14,811
| +7% | +$621K | 0.03% | 181 |
|
|
2019
Q1 | $9.76M | Sell |
226,958
-34,751
| -13% | -$1.42M | 0.04% | 165 |
|
|
2018
Q4 | $9.62M | Sell |
261,709
-1,787
| -0.7% | -$71.3K | 0.04% | 152 |
|
|
2018
Q3 | $11.6M | Buy |
263,496
+34,456
| +15% | +$1.44M | 0.04% | 146 |
|
|
2018
Q2 | $9.84M | Sell |
229,040
-12,710
| -5% | -$534K | 0.04% | 159 |
|
|
2018
Q1 | $9.11M | Buy |
241,750
+1,383
| +0.6% | +$52.1K | 0.04% | 156 |
|
|
2017
Q4 | $9.25M | Sell |
240,367
-3,815
| -2% | -$138K | 0.04% | 149 |
|
|
2017
Q3 | $8.46M | Sell |
244,182
-15,670
| -6% | -$498K | 0.04% | 157 |
|
|
2017
Q2 | $7.98M | Sell |
259,852
-4,243
| -2% | -$132K | 0.04% | 161 |
|
|
2017
Q1 | $7.95M | Sell |
264,095
-246
| -0.1% | -$7.48K | 0.04% | 160 |
|
|
2016
Q4 | $8.46M | Sell |
264,341
-28,020
| -10% | -$843K | 0.05% | 149 |
|
|
2016
Q3 | $8.65M | Buy |
292,361
+39,788
| +16% | +$1.15M | 0.06% | 136 |
|
|
2016
Q2 | $7.55M | Buy |
252,573
+6,439
| +3% | +$173K | 0.05% | 129 |
|
|
2016
Q1 | $6.25M | Sell |
246,134
-4,176
| -2% | -$105K | 0.05% | 139 |
|
|
2015
Q4 | $6.58M | Sell |
250,310
-32,215
| -11% | -$916K | 0.05% | 133 |
|
|
2015
Q3 | $7.26M | Buy |
282,525
+36,266
| +15% | +$1.06M | 0.06% | 122 |
|
|
2015
Q2 | $8.28M | Buy |
246,259
+4,395
| +2% | +$154K | 0.08% | 107 |
|
|
2015
Q1 | $7.85M | Buy |
241,864
+26,922
| +13% | +$881K | 0.07% | 114 |
|
|
2014
Q4 | $6.8M | Sell |
214,942
-46,553
| -18% | -$1.56M | 0.07% | 118 |
|
|
2014
Q3 | $9.4M | Buy |
261,495
+64,535
| +33% | +$2.56M | 0.11% | 94 |
|
|
2014
Q2 | $8.5M | Buy |
196,960
+12,612
| +7% | +$520K | 0.11% | 91 |
|
|
2014
Q1 | $7.25M | Buy |
184,348
+22,517
| +14% | +$888K | 0.11% | 90 |
|
|
2013
Q4 | $6.43M | Buy |
161,831
+43,605
| +37% | +$1.62M | 0.11% | 89 |
|
|
2013
Q3 | $4.07M | Sell |
118,226
-111,049
| -48% | -$3.81M | 0.08% | 94 |
|
|
2013
Q2 | $7.83M | Buy |
+229,275
| New | +$7.98M | 0.18% | 56 |
|
Other funds holding BP
