Essex Savings Bank’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
8,025
-1,166
| -13% | -$34.9K | 0.06% | 263 |
|
|
2025
Q1 | $311K | Buy |
9,191
+1,326
| +17% | +$44.8K | 0.08% | 207 |
|
|
2024
Q4 | $232K | Sell |
7,865
-837
| -10% | -$24.7K | 0.06% | 256 |
|
|
2024
Q3 | $273K | Sell |
8,702
-29
| -0.3% | -$910 | 0.07% | 229 |
|
|
2024
Q2 | $315K | Sell |
8,731
-805
| -8% | -$29.1K | 0.08% | 185 |
|
|
2024
Q1 | $337K | Hold |
9,536
| – | – | 0.1% | 177 |
|
|
2023
Q4 | $337K | Buy |
9,536
+1,773
| +23% | +$62.7K | 0.1% | 176 |
|
|
2023
Q3 | $301K | Sell |
7,763
-696
| -8% | -$26.9K | 0.1% | 166 |
|
|
2023
Q2 | $299K | Sell |
8,459
-11
| -0.1% | -$388 | 0.1% | 170 |
|
|
2023
Q1 | $321K | Buy |
8,470
+30
| +0.4% | +$1.14K | 0.11% | 164 |
|
|
2022
Q4 | $295K | Sell |
8,440
-1,000
| -11% | -$34.9K | 0.1% | 178 |
|
|
2022
Q3 | $269K | Buy |
9,440
+1,085
| +13% | +$30.9K | 0.11% | 165 |
|
|
2022
Q2 | $237K | Hold |
8,355
| – | – | 0.09% | 180 |
|
|
2022
Q1 | $245K | Buy |
+8,355
| New | +$245K | 0.08% | 191 |
|
|
2019
Q4 | – | Sell |
-5,380
| Closed | -$204K | – | 178 |
|
|
2019
Q3 | $204K | Sell |
5,380
-2,169
| -29% | -$82.2K | 0.11% | 171 |
|
|
2019
Q2 | $310K | Buy |
7,549
+3,889
| +106% | +$160K | 0.11% | 169 |
|
|
2019
Q1 | $157K | Buy |
3,660
+153
| +4% | +$6.56K | 0.09% | 164 |
|
|
2018
Q4 | $129K | Buy |
+3,507
| New | +$129K | 0.08% | 177 |
|