GoalVest Advisory’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$2.96K | – | 508 |
|
|
2024
Q4 | $2.96K | Sell |
100
-445
| -82% | -$13.2K | ﹤0.01% | 332 |
|
|
2024
Q3 | $17.1K | Hold |
545
| – | – | ﹤0.01% | 277 |
|
|
2024
Q2 | $19.7K | Sell |
545
-989
| -64% | -$35.7K | 0.01% | 239 |
|
|
2024
Q1 | $57.8K | Hold |
1,534
| – | – | 0.02% | 181 |
|
|
2023
Q4 | $54.3K | Sell |
1,534
-503
| -25% | -$17.8K | 0.02% | 132 |
|
|
2023
Q3 | $78.9K | Buy |
2,037
+18
| +0.9% | +$697 | 0.04% | 119 |
|
|
2023
Q2 | $71.3K | Buy |
2,019
+485
| +32% | +$17.1K | 0.04% | 119 |
|
|
2023
Q1 | $58.2K | Hold |
1,534
| – | – | 0.03% | 108 |
|
|
2022
Q4 | $53.6K | Hold |
1,534
| – | – | 0.03% | 107 |
|
|
2022
Q3 | $44K | Sell |
1,534
-104
| -6% | -$2.98K | 0.03% | 119 |
|
|
2022
Q2 | $44K | Buy |
1,638
+1,093
| +201% | +$29.4K | 0.03% | 171 |
|
|
2022
Q1 | $16K | Buy |
+545
| New | +$16K | 0.01% | 207 |
|
|
2021
Q2 | $74K | Buy |
2,784
+5
| +0.2% | +$133 | 0.05% | 136 |
|
|
2021
Q1 | $68K | Buy |
2,779
+5
| +0.2% | +$122 | 0.05% | 115 |
|
|
2020
Q4 | $57K | Buy |
+2,774
| New | +$57K | 0.05% | 113 |
|