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