Hotaling Investment Management’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $806K | Hold |
23,062
| – | – | 0.36% | 73 |
|
2022
Q3 | $658K | Hold |
23,062
| – | – | 0.32% | 75 |
|
2022
Q2 | $654K | Buy |
23,062
+11,500
| +99% | +$326K | 0.28% | 80 |
|
2022
Q1 | $340K | Sell |
11,562
-2,662
| -19% | -$78.3K | 0.13% | 100 |
|
2021
Q4 | $379K | Buy |
14,224
+237
| +2% | +$6.32K | 0.13% | 98 |
|
2021
Q3 | $382K | Hold |
13,987
| – | – | 0.16% | 89 |
|
2021
Q2 | $370K | Hold |
13,987
| – | – | 0.15% | 92 |
|
2021
Q1 | $341K | Sell |
13,987
-3,000
| -18% | -$73.1K | 0.15% | 92 |
|
2020
Q4 | $349K | Hold |
16,987
| – | – | 0.16% | 89 |
|
2020
Q3 | $297K | Sell |
16,987
-890
| -5% | -$15.6K | 0.16% | 89 |
|
2020
Q2 | $417K | Hold |
17,877
| – | – | 0.24% | 79 |
|
2020
Q1 | $436K | Sell |
17,877
-3,195
| -15% | -$77.9K | 0.32% | 70 |
|
2019
Q4 | $795K | Sell |
21,072
-300
| -1% | -$11.3K | 0.46% | 70 |
|
2019
Q3 | $812K | Sell |
21,372
-360
| -2% | -$13.7K | 0.52% | 65 |
|
2019
Q2 | $891K | Sell |
21,732
-2,106
| -9% | -$86.3K | 0.57% | 65 |
|
2019
Q1 | $1.03M | Buy |
23,838
+1,780
| +8% | +$76.5K | 0.69% | 58 |
|
2018
Q4 | $811K | Buy |
+22,058
| New | +$811K | 0.66% | 55 |
|