Forum Financial 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 | $794K | Buy |
26,525
+74
| +0.3% | +$2.22K | 0.01% | 255 |
|
|
2025
Q1 | $894K | Buy |
+26,451
| New | +$894K | 0.01% | 224 |
|
|
2024
Q4 | – | Sell |
-23,607
| Closed | -$741K | – | 937 |
|
|
2024
Q3 | $741K | Buy |
23,607
+120
| +0.5% | +$3.77K | 0.01% | 232 |
|
|
2024
Q2 | $848K | Buy |
23,487
+343
| +1% | +$12.4K | 0.02% | 201 |
|
|
2024
Q1 | $872K | Buy |
23,144
+139
| +0.6% | +$5.24K | 0.01% | 207 |
|
|
2023
Q4 | $814K | Buy |
23,005
+410
| +2% | +$14.5K | 0.02% | 192 |
|
|
2023
Q3 | $875K | Buy |
22,595
+17
| +0.1% | +$658 | 0.02% | 178 |
|
|
2023
Q2 | $797K | Buy |
22,578
+18
| +0.1% | +$635 | 0.02% | 189 |
|
|
2023
Q1 | $856K | Sell |
22,560
-3,113
| -12% | -$118K | 0.02% | 160 |
|
|
2022
Q4 | $897K | Buy |
25,673
+87
| +0.3% | +$3.04K | 0.03% | 149 |
|
|
2022
Q3 | $730K | Sell |
25,586
-455
| -2% | -$13K | 0.04% | 153 |
|
|
2022
Q2 | $738K | Buy |
26,041
+2,350
| +10% | +$66.6K | 0.04% | 156 |
|
|
2022
Q1 | $696K | Buy |
23,691
+15
| +0.1% | +$441 | 0.03% | 180 |
|
|
2021
Q4 | $630K | Buy |
+23,676
| New | +$630K | 0.03% | 197 |
|