Financial Counselors Inc’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-38,583
| Closed | -$1.3M | – | 71 |
|
|
2025
Q1 | $1.3M | Sell |
38,583
-512
| -1% | -$16.7K | 0.02% | 307 |
|
|
2024
Q4 | $1.16M | Sell |
39,095
-1,091
| -3% | -$32.8K | 0.02% | 318 |
|
|
2024
Q3 | $1.26M | Buy |
40,186
+3,007
| +8% | +$102K | 0.02% | 317 |
|
|
2024
Q2 | $1.34M | Sell |
37,179
-684
| -2% | -$25.6K | 0.02% | 298 |
|
|
2024
Q1 | $1.43M | Sell |
37,863
-10,154
| -21% | -$364K | 0.02% | 294 |
|
|
2023
Q4 | $1.7M | Sell |
48,017
-1,552
| -3% | -$56.8K | 0.03% | 283 |
|
|
2023
Q3 | $1.92M | Buy |
49,569
+3,358
| +7% | +$125K | 0.04% | 264 |
|
|
2023
Q2 | $1.63M | Sell |
46,211
-1,693
| -4% | -$62.7K | 0.03% | 267 |
|
|
2023
Q1 | $1.82M | Sell |
47,904
-1,999
| -4% | -$74.7K | 0.04% | 258 |
|
|
2022
Q4 | $1.74M | Sell |
49,903
-6,143
| -11% | -$204K | 0.04% | 264 |
|
|
2022
Q3 | $1.6M | Buy |
56,046
+13,425
| +31% | +$399K | 0.04% | 258 |
|
|
2022
Q2 | $1.21M | Buy |
42,621
+2,077
| +5% | +$63.6K | 0.03% | 285 |
|
|
2022
Q1 | $1.19M | Buy |
40,544
+5,371
| +15% | +$164K | 0.02% | 291 |
|
|
2021
Q4 | $937K | Sell |
35,173
-4,185
| -11% | -$116K | 0.02% | 310 |
|
|
2021
Q3 | $1.08M | Buy |
39,358
+3,889
| +11% | +$97.4K | 0.02% | 303 |
|
|
2021
Q2 | $937K | Sell |
35,469
-3,278
| -8% | -$86K | 0.02% | 310 |
|
|
2021
Q1 | $943K | Sell |
38,747
-392
| -1% | -$9.44K | 0.02% | 305 |
|
|
2020
Q4 | $803K | Sell |
39,139
-246,931
| -86% | -$4.65M | 0.02% | 320 |
|
|
2020
Q3 | $5M | Buy |
286,070
+20,792
| +8% | +$450K | 0.15% | 152 |
|
|
2020
Q2 | $6.19M | Buy |
265,278
+2,279
| +0.9% | +$54.7K | 0.2% | 131 |
|
|
2020
Q1 | $6.42M | Buy |
262,999
+7,552
| +3% | +$244K | 0.28% | 102 |
|
|
2019
Q4 | $9.64M | Buy |
255,447
+554
| +0.2% | +$21K | 0.34% | 96 |
|
|
2019
Q3 | $9.68M | Buy |
254,893
+24,857
| +11% | +$948K | 0.38% | 87 |
|
|
2019
Q2 | $9.43M | Buy |
230,036
+7,928
| +4% | +$333K | 0.38% | 90 |
|
|
2019
Q1 | $9.55M | Buy |
222,108
+8,609
| +4% | +$353K | 0.41% | 82 |
|
|
2018
Q4 | $7.85M | Sell |
213,499
-1,130
| -0.5% | -$45.1K | 0.39% | 81 |
|
|
2018
Q3 | $9.45M | Sell |
214,629
-11,684
| -5% | -$489K | 0.41% | 84 |
|
|
2018
Q2 | $9.73M | Sell |
226,313
-5,994
| -3% | -$252K | 0.45% | 71 |
|
|
2018
Q1 | $8.75M | Sell |
232,307
-2,094
| -0.9% | -$78.9K | 0.42% | 79 |
|
|
2017
Q4 | $9.02M | Sell |
234,401
-3,402
| -1% | -$123K | 0.41% | 80 |
|
|
2017
Q3 | $8.24M | Buy |
237,803
+216
| +0.1% | +$6.86K | 0.4% | 81 |
|
|
2017
Q2 | $7.3M | Sell |
237,587
-2,436
| -1% | -$75.8K | 0.36% | 96 |
|
|
2017
Q1 | $7.22M | Buy |
240,023
+50,847
| +27% | +$1.55M | 0.37% | 91 |
|
|
2016
Q4 | $6.06M | Buy |
+189,176
| New | +$5.69M | 0.32% | 109 |
|
|
2016
Q2 | $5.37M | Buy |
179,760
+1,085
| +0.6% | +$29.2K | 0.32% | 112 |
|
|
2016
Q1 | $4.54M | Buy |
178,675
+11,577
| +7% | +$292K | 0.28% | 127 |
|
|
2015
Q4 | $4.39M | Buy |
167,098
+1,879
| +1% | +$53.5K | 0.28% | 119 |
|
|
2015
Q3 | $4.25M | Sell |
165,219
-2,113
| -1% | -$61.9K | 0.29% | 122 |
|
|
2015
Q2 | $5.63M | Sell |
167,332
-13,353
| -7% | -$467K | 0.36% | 98 |
|
|
2015
Q1 | $5.86M | Buy |
180,685
+8,281
| +5% | +$271K | 0.36% | 92 |
|
|
2014
Q4 | $5.45M | Buy |
172,404
+19,848
| +13% | +$667K | 0.35% | 96 |
|
|
2014
Q3 | $5.48M | Buy |
152,556
+11,846
| +8% | +$469K | 0.38% | 83 |
|
|
2014
Q2 | $6.07M | Buy |
140,710
+283
| +0.2% | +$11.7K | 0.42% | 79 |
|
|
2014
Q1 | $5.53M | Buy |
140,427
+92
| +0.1% | +$3.63K | 0.4% | 84 |
|
|
2013
Q4 | $5.58M | Buy |
140,335
+8,077
| +6% | +$301K | 0.42% | 77 |
|
|
2013
Q3 | $4.55M | Sell |
132,258
-538
| -0.4% | -$18.5K | 0.38% | 91 |
|
|
2013
Q2 | $4.53M | Buy |
+132,796
| New | +$4.62M | 0.38% | 91 |
|
Other funds holding BP
