Crewe 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 | $278K | Sell |
9,292
-1,016
| -10% | -$30.4K | 0.04% | 128 |
|
|
2025
Q1 | $348K | Buy |
10,308
+143
| +1% | +$4.83K | 0.05% | 102 |
|
|
2024
Q4 | $300K | Buy |
10,165
+86
| +0.9% | +$2.54K | 0.04% | 112 |
|
|
2024
Q3 | $316K | Buy |
10,079
+132
| +1% | +$4.14K | 0.04% | 112 |
|
|
2024
Q2 | $359K | Buy |
9,947
+18
| +0.2% | +$650 | 0.04% | 132 |
|
|
2024
Q1 | $374K | Buy |
9,929
+301
| +3% | +$11.3K | 0.04% | 121 |
|
|
2023
Q4 | $341K | Buy |
9,628
+19
| +0.2% | +$673 | 0.05% | 58 |
|
|
2023
Q3 | $372K | Buy |
9,609
+18
| +0.2% | +$697 | 0.06% | 53 |
|
|
2023
Q2 | $338K | Buy |
9,591
+30
| +0.3% | +$1.06K | 0.05% | 101 |
|
|
2023
Q1 | $363K | Hold |
9,561
| – | – | 0.05% | 104 |
|
|
2022
Q4 | $334K | Buy |
9,561
+217
| +2% | +$7.58K | 0.05% | 106 |
|
|
2022
Q3 | $267K | Buy |
9,344
+19
| +0.2% | +$543 | 0.05% | 114 |
|
|
2022
Q2 | $264K | Buy |
9,325
+17
| +0.2% | +$481 | 0.06% | 101 |
|
|
2022
Q1 | $274K | Buy |
9,308
+2,445
| +36% | +$72K | 0.05% | 83 |
|
|
2021
Q4 | $183K | Sell |
6,863
-491
| -7% | -$13.1K | 0.04% | 91 |
|
|
2021
Q3 | $201K | Sell |
7,354
-395
| -5% | -$10.8K | 0.05% | 67 |
|
|
2021
Q2 | $205K | Buy |
7,749
+5,254
| +211% | +$139K | 0.05% | 70 |
|
|
2021
Q1 | $61K | Hold |
2,495
| – | – | 0.02% | 138 |
|
|
2020
Q4 | $51K | Sell |
2,495
-484
| -16% | -$9.89K | 0.02% | 139 |
|
|
2020
Q3 | $52K | Sell |
2,979
-6,940
| -70% | -$121K | 0.02% | 124 |
|
|
2020
Q2 | $231K | Buy |
9,919
+2,060
| +26% | +$48K | 0.11% | 45 |
|
|
2020
Q1 | $192K | Sell |
7,859
-4,595
| -37% | -$112K | 0.11% | 44 |
|
|
2019
Q4 | $470K | Buy |
12,454
+2,438
| +24% | +$92K | 0.21% | 34 |
|
|
2019
Q3 | $380K | Sell |
10,016
-143
| -1% | -$5.43K | 0.17% | 37 |
|
|
2019
Q2 | $417K | Buy |
10,159
+21
| +0.2% | +$862 | 0.14% | 48 |
|
|
2019
Q1 | $436K | Sell |
10,138
-282
| -3% | -$12.1K | 0.14% | 34 |
|
|
2018
Q4 | $383K | Sell |
10,420
-135
| -1% | -$4.96K | 0.12% | 38 |
|
|
2018
Q3 | $465K | Buy |
10,555
+1,477
| +16% | +$65.1K | 0.39% | 32 |
|
|
2018
Q2 | $390K | Sell |
9,078
-117
| -1% | -$5.03K | 0.36% | 35 |
|
|
2018
Q1 | $346K | Sell |
9,195
-139
| -1% | -$5.23K | 0.34% | 34 |
|
|
2017
Q4 | $359K | Buy |
+9,334
| New | +$359K | 0.35% | 34 |
|