Financial Advocates Investment Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,902
| Closed | -$233K | – | 627 |
|
|
2025
Q1 | $233K | Sell |
6,902
-1,744
| -20% | -$58.9K | 0.02% | 629 |
|
|
2024
Q4 | $256K | Sell |
8,646
-550
| -6% | -$16.3K | 0.01% | 640 |
|
|
2024
Q3 | $289K | Buy |
9,196
+1,971
| +27% | +$61.9K | 0.02% | 608 |
|
|
2024
Q2 | $261K | Buy |
7,225
+400
| +6% | +$14.4K | 0.02% | 609 |
|
|
2024
Q1 | $257K | Buy |
+6,825
| New | +$257K | 0.01% | 647 |
|
|
2021
Q4 | – | Sell |
-29,649
| Closed | -$811K | – | 764 |
|
|
2021
Q3 | $811K | Buy |
29,649
+757
| +3% | +$20.7K | 0.05% | 359 |
|
|
2021
Q2 | $763K | Sell |
28,892
-36,568
| -56% | -$966K | 0.05% | 368 |
|
|
2021
Q1 | $1.59M | Sell |
65,460
-541
| -0.8% | -$13.2K | 0.11% | 214 |
|
|
2020
Q4 | $1.36M | Sell |
66,001
-3,172
| -5% | -$65.1K | 0.09% | 242 |
|
|
2020
Q3 | $1.21M | Buy |
69,173
+26,810
| +63% | +$468K | 0.1% | 204 |
|
|
2020
Q2 | $988K | Buy |
42,363
+4,870
| +13% | +$114K | 0.09% | 239 |
|
|
2020
Q1 | $914K | Buy |
37,493
+3,432
| +10% | +$83.7K | 0.13% | 190 |
|
|
2019
Q4 | $1.29M | Sell |
34,061
-1,305
| -4% | -$49.2K | 0.14% | 176 |
|
|
2019
Q3 | $1.34M | Buy |
35,366
+464
| +1% | +$17.6K | 0.15% | 151 |
|
|
2019
Q2 | $1.43M | Sell |
34,902
-518
| -1% | -$21.2K | 0.17% | 144 |
|
|
2019
Q1 | $1.52M | Sell |
35,420
-867
| -2% | -$37.3K | 0.19% | 128 |
|
|
2018
Q4 | $1.33M | Sell |
36,287
-1,522
| -4% | -$56K | 0.18% | 135 |
|
|
2018
Q3 | $1.66M | Sell |
37,809
-1,675
| -4% | -$73.7K | 0.19% | 129 |
|
|
2018
Q2 | $1.68M | Sell |
39,484
-1,822
| -4% | -$77.5K | 0.2% | 117 |
|
|
2018
Q1 | $1.56M | Buy |
41,306
+21,986
| +114% | +$828K | 0.2% | 116 |
|
|
2017
Q4 | $743K | Buy |
+19,320
| New | +$743K | 0.1% | 203 |
|