Financial Partners Capital Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,407
| Closed | -$202K | – | 127 |
|
|
2021
Q3 | $202K | Buy |
+7,407
| New | +$202K | 0.04% | 115 |
|
|
2020
Q4 | – | Sell |
-224,100
| Closed | -$3.91M | – | 106 |
|
|
2020
Q3 | $3.91M | Buy |
224,100
+278
| +0.1% | +$4.85K | 1.04% | 32 |
|
|
2020
Q2 | $5.22M | Buy |
223,822
+2,322
| +1% | +$54.2K | 1.5% | 28 |
|
|
2020
Q1 | $5.4M | Buy |
+221,500
| New | +$5.4M | 1.72% | 26 |
|
|
2018
Q4 | $7.88M | Buy |
214,338
+25,631
| +14% | +$942K | 2.6% | 18 |
|
|
2018
Q3 | $8.31M | Sell |
188,707
-1,675
| -0.9% | -$73.7K | 2.36% | 20 |
|
|
2018
Q2 | $8.18M | Sell |
190,382
-2,097
| -1% | -$90.1K | 2.49% | 18 |
|
|
2018
Q1 | $7.25M | Sell |
192,479
-873
| -0.5% | -$32.9K | 2.19% | 22 |
|
|
2017
Q4 | $7.44M | Sell |
193,352
-250
| -0.1% | -$9.62K | 1.37% | 29 |
|
|
2017
Q3 | $6.71M | Buy |
193,602
+1,683
| +0.9% | +$58.3K | 1.28% | 33 |
|
|
2017
Q2 | $5.9M | Buy |
191,919
+7,182
| +4% | +$221K | 1.23% | 34 |
|
|
2017
Q1 | $5.56M | Sell |
184,737
-2,590
| -1% | -$78K | 1.22% | 34 |
|
|
2016
Q4 | $6M | Buy |
187,327
+75,615
| +68% | +$2.42M | 1.44% | 28 |
|
|
2016
Q3 | $3.39M | Sell |
111,712
-1,194
| -1% | -$36.2K | 0.86% | 43 |
|
|
2016
Q2 | $3.37M | Buy |
112,906
+2,908
| +3% | +$86.9K | 0.9% | 43 |
|
|
2016
Q1 | $2.79M | Buy |
109,998
+7,653
| +7% | +$194K | 0.69% | 52 |
|
|
2015
Q4 | $2.69M | Sell |
102,345
-73,722
| -42% | -$1.94M | 0.64% | 55 |
|
|
2015
Q3 | $4.53M | Buy |
176,067
+12,645
| +8% | +$325K | 1.14% | 39 |
|
|
2015
Q2 | $5.5M | Sell |
163,422
-4,823
| -3% | -$162K | 1.35% | 30 |
|
|
2015
Q1 | $5.46M | Buy |
168,245
+1,868
| +1% | +$60.6K | 1.37% | 30 |
|
|
2014
Q4 | $5.26M | Buy |
166,377
+6,050
| +4% | +$191K | 1.43% | 29 |
|
|
2014
Q3 | $5.76M | Buy |
160,327
+21,701
| +16% | +$780K | 1.66% | 22 |
|
|
2014
Q2 | $5.98M | Buy |
138,626
+1,063
| +0.8% | +$45.9K | 1.82% | 17 |
|
|
2014
Q1 | $5.41M | Buy |
137,563
+5,089
| +4% | +$200K | 1.75% | 18 |
|
|
2013
Q4 | $5.27M | Buy |
132,474
+8,013
| +6% | +$319K | 1.74% | 19 |
|
|
2013
Q3 | $4.28M | Buy |
+124,461
| New | +$4.28M | 1.7% | 24 |
|