HBK Sorce 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 | $286K | Sell |
9,549
-1,011
| -10% | -$30.3K | 0.01% | 467 |
|
|
2025
Q1 | $357K | Buy |
10,560
+2,361
| +29% | +$79.8K | 0.01% | 409 |
|
|
2024
Q4 | $242K | Buy |
+8,199
| New | +$242K | 0.01% | 500 |
|
|
2023
Q1 | – | Sell |
-9,322
| Closed | -$326K | – | 621 |
|
|
2022
Q4 | $326K | Buy |
+9,322
| New | +$326K | 0.01% | 528 |
|
|
2020
Q3 | – | Sell |
-15,886
| Closed | -$370K | – | 456 |
|
|
2020
Q2 | $370K | Buy |
15,886
+1,926
| +14% | +$44.9K | 0.03% | 297 |
|
|
2020
Q1 | $340K | Buy |
13,960
+294
| +2% | +$7.16K | 0.03% | 279 |
|
|
2019
Q4 | $516K | Buy |
13,666
+1,298
| +10% | +$49K | 0.05% | 261 |
|
|
2019
Q3 | $470K | Sell |
12,368
-252
| -2% | -$9.58K | 0.04% | 257 |
|
|
2019
Q2 | $518K | Buy |
12,620
+386
| +3% | +$15.8K | 0.05% | 241 |
|
|
2019
Q1 | $526K | Sell |
12,234
-421
| -3% | -$18.1K | 0.05% | 239 |
|
|
2018
Q4 | $465K | Sell |
12,655
-369
| -3% | -$13.6K | 0.05% | 233 |
|
|
2018
Q3 | $573K | Sell |
13,024
-681
| -5% | -$30K | 0.06% | 199 |
|
|
2018
Q2 | $589K | Sell |
13,705
-2,018
| -13% | -$86.7K | 0.07% | 203 |
|
|
2018
Q1 | $592K | Sell |
15,723
-156
| -1% | -$5.87K | 0.07% | 185 |
|
|
2017
Q4 | $611K | Buy |
15,879
+563
| +4% | +$21.7K | 0.07% | 196 |
|
|
2017
Q3 | $531K | Buy |
15,316
+97
| +0.6% | +$3.36K | 0.08% | 163 |
|
|
2017
Q2 | $467K | Buy |
+15,219
| New | +$467K | 0.07% | 171 |
|
|
2017
Q1 | – | Sell |
-15,629
| Closed | -$500K | – | 180 |
|
|
2016
Q4 | $500K | Buy |
15,629
+1,567
| +11% | +$50.1K | 0.09% | 159 |
|
|
2016
Q3 | $416K | Sell |
14,062
-655
| -4% | -$19.4K | 0.08% | 170 |
|
|
2016
Q2 | $440K | Buy |
14,717
+349
| +2% | +$10.4K | 0.09% | 159 |
|
|
2016
Q1 | $377K | Buy |
+14,368
| New | +$377K | 0.09% | 159 |
|
|
2015
Q1 | – | Sell |
-7,002
| Closed | -$221K | – | 166 |
|
|
2014
Q4 | $221K | Sell |
7,002
-1,200
| -15% | -$37.9K | 0.08% | 179 |
|
|
2014
Q3 | $295K | Buy |
8,202
+1,051
| +15% | +$37.8K | 0.11% | 126 |
|
|
2014
Q2 | $309K | Sell |
7,151
-1,079
| -13% | -$46.6K | 0.11% | 129 |
|
|
2014
Q1 | $324K | Buy |
8,230
+1,777
| +28% | +$70K | 0.12% | 115 |
|
|
2013
Q4 | $257K | Hold |
6,453
| – | – | 0.09% | 139 |
|
|
2013
Q3 | $222K | Sell |
6,453
-7,144
| -53% | -$246K | 0.09% | 155 |
|
|
2013
Q2 | $464K | Buy |
+13,597
| New | +$464K | 0.1% | 142 |
|