Creative Planning’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $144K | Buy |
|
|||||
|
2024
Q3 | $284K | Hold |
|
|||||
|
2024
Q2 | $670K | Hold |
|
|||||
|
2024
Q1 | $654K | Buy |
|
|||||
|
2023
Q4 | $664K | Sell |
|
|||||
|
2023
Q3 | $1.92M | Buy |
|
|||||
|
2023
Q2 | $1.23M | Sell |
|
|||||
|
2023
Q1 | $2.05M | Hold |
|
|||||
|
2022
Q4 | $3.15M | Sell |
|
|||||
|
2022
Q3 | $3.22M | Buy |
|
|||||
|
2022
Q2 | $5.48M | Buy |
|
|||||
|
2022
Q1 | $1K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $287K | Sell |
|
|||||
|
2018
Q2 | $329K | Sell |
|
|||||
|
2018
Q1 | $418K | Buy |
|
|||||
|
2017
Q4 | $343K | Sell |
|
|||||
|
2017
Q3 | $392K | Buy |
|
|||||
|
2017
Q2 | $359K | Sell |
|
|||||
|
2017
Q1 | $345K | Buy |
|
|||||
|
2016
Q4 | $300K | Sell |
|
|||||
|
2016
Q3 | $406K | Buy |
|
|||||
|
2016
Q2 | $366K | Buy |
|
|||||
|
2016
Q1 | $267K | Sell |
|
|||||
|
2015
Q4 | $476K | Buy |
|
|||||
|
2015
Q3 | $662K | Sell |
|
|||||
|
2015
Q2 | $1.17M | Sell |
|
|||||
|
2015
Q1 | $1.32M | Buy |
|
|||||
|
2014
Q4 | $1.01M | Buy |
|
|||||
|
2014
Q3 | $953K | Buy |
|
|||||
|
2014
Q2 | $654K | Buy |
|
|||||
|
2014
Q1 | $366K | Sell |
|
|||||
|
2013
Q4 | $471K | Buy |
|
|||||
|
2013
Q3 | $251K | Sell |
|
|||||
|
2013
Q2 | $281K | Buy |
|