Foundations Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
16,149
+4,880
| +43% | +$146K | 0.01% | 591 |
|
|
2025
Q1 | $381K | Sell |
11,269
-268
| -2% | -$9.06K | 0.01% | 649 |
|
|
2024
Q4 | $341K | Buy |
11,537
+676
| +6% | +$20K | 0.01% | 627 |
|
|
2024
Q3 | $341K | Buy |
10,861
+15
| +0.1% | +$471 | 0.01% | 599 |
|
|
2024
Q2 | $392K | Buy |
10,846
+1,731
| +19% | +$62.5K | 0.01% | 550 |
|
|
2024
Q1 | $343K | Buy |
9,115
+134
| +1% | +$5.05K | 0.01% | 547 |
|
|
2023
Q4 | $315K | Buy |
8,981
+2,013
| +29% | +$70.7K | 0.01% | 539 |
|
|
2023
Q3 | $270K | Sell |
6,968
-312
| -4% | -$12.1K | 0.01% | 532 |
|
|
2023
Q2 | $257K | Buy |
7,280
+905
| +14% | +$31.9K | 0.01% | 498 |
|
|
2023
Q1 | $242K | Buy |
+6,375
| New | +$242K | 0.01% | 436 |
|