Gladstone Institutional Advisory’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 |
-8,031
| Closed | -$271K | – | 757 |
|
|
2025
Q1 | $271K | Sell |
8,031
-1,489
| -16% | -$50.3K | 0.01% | 608 |
|
|
2024
Q4 | $281K | Buy |
9,520
+368
| +4% | +$10.9K | 0.01% | 602 |
|
|
2024
Q3 | $287K | Sell |
9,152
-11,534
| -56% | -$362K | 0.01% | 583 |
|
|
2024
Q2 | $747K | Buy |
20,686
+1,823
| +10% | +$65.8K | 0.04% | 344 |
|
|
2024
Q1 | $711K | Buy |
18,863
+6,759
| +56% | +$255K | 0.04% | 346 |
|
|
2023
Q4 | $428K | Buy |
12,104
+4,638
| +62% | +$164K | 0.02% | 444 |
|
|
2023
Q3 | $289K | Buy |
7,466
+1,190
| +19% | +$46.1K | 0.02% | 502 |
|
|
2023
Q2 | $221K | Sell |
6,276
-763
| -11% | -$26.9K | 0.01% | 582 |
|
|
2023
Q1 | $267K | Sell |
7,039
-2,644
| -27% | -$100K | 0.02% | 552 |
|
|
2022
Q4 | $338K | Buy |
9,683
+798
| +9% | +$27.9K | 0.02% | 475 |
|
|
2022
Q3 | $254K | Sell |
8,885
-438
| -5% | -$12.5K | 0.02% | 534 |
|
|
2022
Q2 | $264K | Sell |
9,323
-1,039
| -10% | -$29.4K | 0.02% | 535 |
|
|
2022
Q1 | $305K | Buy |
+10,362
| New | +$305K | 0.02% | 546 |
|
|
2020
Q1 | – | Sell |
-11,236
| Closed | -$425K | – | 275 |
|
|
2019
Q4 | $425K | Sell |
11,236
-1,569
| -12% | -$59.3K | 0.1% | 156 |
|
|
2019
Q3 | $487K | Sell |
12,805
-1,024
| -7% | -$38.9K | 0.12% | 143 |
|
|
2019
Q2 | $567K | Buy |
+13,829
| New | +$567K | 0.17% | 120 |
|
|
2019
Q1 | – | Sell |
-5,539
| Closed | -$204K | – | 213 |
|
|
2018
Q4 | $204K | Buy |
+5,539
| New | +$204K | 0.12% | 162 |
|