Donoghue Forlines’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-29,398
| Closed | -$923K | – | 122 |
|
2024
Q3 | $923K | Buy |
29,398
+3,968
| +16% | +$125K | 0.26% | 119 |
|
2024
Q2 | $918K | Buy |
25,430
+2,046
| +9% | +$73.9K | 0.26% | 92 |
|
2024
Q1 | $881K | Buy |
23,384
+182
| +0.8% | +$6.86K | 0.25% | 93 |
|
2023
Q4 | $821K | Sell |
23,202
-621
| -3% | -$22K | 0.26% | 95 |
|
2023
Q3 | $922K | Buy |
23,823
+1,945
| +9% | +$75.3K | 0.33% | 94 |
|
2023
Q2 | $772K | Sell |
21,878
-6,129
| -22% | -$216K | 0.24% | 92 |
|
2023
Q1 | $1.06M | Sell |
28,007
-4,626
| -14% | -$176K | 0.38% | 80 |
|
2022
Q4 | $1.14M | Buy |
32,633
+14,232
| +77% | +$497K | 0.4% | 77 |
|
2022
Q3 | $525K | Sell |
18,401
-26,138
| -59% | -$746K | 0.19% | 95 |
|
2022
Q2 | $1.26M | Buy |
44,539
+8,216
| +23% | +$233K | 0.33% | 63 |
|
2022
Q1 | $1.07M | Buy |
+36,323
| New | +$1.07M | 0.23% | 120 |
|