Fiduciary Alliance’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Buy |
21,536
+3,159
| +17% | +$94.5K | 0.05% | 284 |
|
|
2025
Q1 | $621K | Sell |
18,377
-40
| -0.2% | -$1.35K | 0.06% | 226 |
|
|
2024
Q4 | $544K | Sell |
18,417
-266
| -1% | -$7.86K | 0.06% | 227 |
|
|
2024
Q3 | $586K | Buy |
18,683
+1,900
| +11% | +$59.6K | 0.08% | 141 |
|
|
2024
Q2 | $617K | Buy |
16,783
+199
| +1% | +$7.32K | 0.1% | 112 |
|
|
2024
Q1 | $629K | Buy |
16,584
+189
| +1% | +$7.17K | 0.11% | 109 |
|
|
2023
Q4 | $580K | Buy |
16,395
+200
| +1% | +$7.08K | 0.11% | 104 |
|
|
2023
Q3 | $627K | Buy |
16,195
+181
| +1% | +$7.01K | 0.14% | 90 |
|
|
2023
Q2 | $565K | Buy |
16,014
+335
| +2% | +$11.8K | 0.12% | 96 |
|
|
2023
Q1 | $595K | Hold |
15,679
| – | – | 0.15% | 82 |
|
|
2022
Q4 | $548K | Buy |
+15,679
| New | +$548K | 0.14% | 83 |
|