Glass Jacobson 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 | – | Sell |
-7,466
| Closed | -$221K | – | 598 |
|
|
2025
Q1 | $221K | Hold |
7,466
| – | – | 0.07% | 226 |
|
|
2024
Q4 | $221K | Sell |
7,466
-912
| -11% | -$27K | 0.07% | 226 |
|
|
2024
Q3 | $263K | Sell |
8,378
-427
| -5% | -$13.4K | 0.09% | 201 |
|
|
2024
Q2 | $318K | Sell |
8,805
-200
| -2% | -$7.22K | 0.12% | 179 |
|
|
2024
Q1 | $339K | Sell |
9,005
-400
| -4% | -$15.1K | 0.13% | 166 |
|
|
2023
Q4 | $333K | Buy |
9,405
+56
| +0.6% | +$1.98K | 0.14% | 160 |
|
|
2023
Q3 | $362K | Sell |
9,349
-510
| -5% | -$19.7K | 0.17% | 145 |
|
|
2023
Q2 | $348K | Buy |
+9,859
| New | +$348K | 0.16% | 151 |
|
|
2022
Q4 | $418K | Buy |
+11,963
| New | +$418K | 0.21% | 132 |
|