Greenleaf Trust’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
13,877
-3,171
| -19% | -$94.9K | ﹤0.01% | 539 |
|
|
2025
Q1 | $576K | Sell |
17,048
-17
| -0.1% | -$574 | 0.01% | 461 |
|
|
2024
Q4 | $504K | Sell |
17,065
-1,851
| -10% | -$54.7K | ﹤0.01% | 502 |
|
|
2024
Q3 | $594K | Buy |
18,916
+123
| +0.7% | +$3.86K | 0.01% | 472 |
|
|
2024
Q2 | $678K | Sell |
18,793
-2,000
| -10% | -$72.2K | 0.01% | 393 |
|
|
2024
Q1 | $783K | Buy |
20,793
+1,779
| +9% | +$67K | 0.01% | 348 |
|
|
2023
Q4 | $673K | Buy |
19,014
+86
| +0.5% | +$3.04K | 0.01% | 381 |
|
|
2023
Q3 | $733K | Sell |
18,928
-576
| -3% | -$22.3K | 0.01% | 330 |
|
|
2023
Q2 | $688K | Hold |
19,504
| – | – | 0.01% | 370 |
|
|
2023
Q1 | $740K | Sell |
19,504
-72
| -0.4% | -$2.73K | 0.01% | 348 |
|
|
2022
Q4 | $684K | Sell |
19,576
-7,596
| -28% | -$265K | 0.01% | 360 |
|
|
2022
Q3 | $776K | Buy |
27,172
+135
| +0.5% | +$3.86K | 0.01% | 284 |
|
|
2022
Q2 | $766K | Buy |
27,037
+11,622
| +75% | +$329K | 0.01% | 278 |
|
|
2022
Q1 | $453K | Buy |
15,415
+1,060
| +7% | +$31.2K | 0.01% | 448 |
|
|
2021
Q4 | $382K | Sell |
14,355
-276
| -2% | -$7.35K | ﹤0.01% | 517 |
|
|
2021
Q3 | $400K | Buy |
14,631
+1,345
| +10% | +$36.8K | ﹤0.01% | 473 |
|
|
2021
Q2 | $351K | Buy |
13,286
+942
| +8% | +$24.9K | ﹤0.01% | 511 |
|
|
2021
Q1 | $301K | Sell |
12,344
-1,519
| -11% | -$37K | ﹤0.01% | 544 |
|
|
2020
Q4 | $284K | Buy |
+13,863
| New | +$284K | ﹤0.01% | 476 |
|
|
2020
Q3 | – | Sell |
-11,594
| Closed | -$270K | – | 567 |
|
|
2020
Q2 | $270K | Buy |
+11,594
| New | +$270K | ﹤0.01% | 426 |
|
|
2020
Q1 | – | Sell |
-20,554
| Closed | -$776K | – | 502 |
|
|
2019
Q4 | $776K | Buy |
20,554
+2,992
| +17% | +$113K | 0.01% | 196 |
|
|
2019
Q3 | $667K | Sell |
17,562
-5,880
| -25% | -$223K | 0.01% | 226 |
|
|
2019
Q2 | $961K | Buy |
23,442
+1,249
| +6% | +$51.2K | 0.02% | 167 |
|
|
2019
Q1 | $954K | Sell |
22,193
-295
| -1% | -$12.7K | 0.02% | 165 |
|
|
2018
Q4 | $826K | Buy |
22,488
+2,845
| +14% | +$104K | 0.02% | 179 |
|
|
2018
Q3 | $865K | Sell |
19,643
-975
| -5% | -$42.9K | 0.02% | 191 |
|
|
2018
Q2 | $886K | Buy |
20,618
+3,975
| +24% | +$171K | 0.02% | 175 |
|
|
2018
Q1 | $627K | Buy |
16,643
+1,442
| +9% | +$54.3K | 0.01% | 205 |
|
|
2017
Q4 | $585K | Buy |
15,201
+211
| +1% | +$8.12K | 0.01% | 220 |
|
|
2017
Q3 | $519K | Buy |
14,990
+5,755
| +62% | +$199K | 0.01% | 222 |
|
|
2017
Q2 | $284K | Sell |
9,235
-3,542
| -28% | -$109K | 0.01% | 287 |
|
|
2017
Q1 | $385K | Buy |
12,777
+4,338
| +51% | +$131K | 0.01% | 191 |
|
|
2016
Q4 | $270K | Buy |
8,439
+247
| +3% | +$7.9K | 0.01% | 187 |
|
|
2016
Q3 | $242K | Buy |
+8,192
| New | +$242K | 0.01% | 178 |
|
|
2015
Q3 | – | Sell |
-6,570
| Closed | -$221K | – | 181 |
|
|
2015
Q2 | $221K | Buy |
+6,570
| New | +$221K | 0.01% | 150 |
|