IAA
Independent Advisor Alliance’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Buy |
32,551
+2,936
| +10% | +$87.9K | 0.03% | 425 |
|
|
2025
Q1 | $1M | Buy |
29,615
+197
| +0.7% | +$6.66K | 0.03% | 376 |
|
|
2024
Q4 | $870K | Buy |
29,418
+1,147
| +4% | +$33.9K | 0.01% | 765 |
|
|
2024
Q3 | $887K | Sell |
28,271
-25,660
| -48% | -$805K | 0.03% | 347 |
|
|
2024
Q2 | $1.95M | Buy |
53,931
+436
| +0.8% | +$15.7K | 0.07% | 224 |
|
|
2024
Q1 | $2.02M | Sell |
53,495
-2,739
| -5% | -$103K | 0.07% | 216 |
|
|
2023
Q4 | $1.99M | Sell |
56,234
-3,366
| -6% | -$119K | 0.07% | 210 |
|
|
2023
Q3 | $2.31M | Sell |
59,600
-4,403
| -7% | -$170K | 0.1% | 178 |
|
|
2023
Q2 | $2.26M | Buy |
64,003
+179
| +0.3% | +$6.32K | 0.1% | 178 |
|
|
2023
Q1 | $2.42M | Sell |
63,824
-465
| -0.7% | -$17.6K | 0.12% | 162 |
|
|
2022
Q4 | $2.25K | Sell |
64,289
-131
| -0.2% | -$5 | ﹤0.01% | 244 |
|
|
2022
Q3 | $1.84M | Buy |
64,420
+672
| +1% | +$19.2K | 0.11% | 180 |
|
|
2022
Q2 | $1.81M | Buy |
63,748
+23,479
| +58% | +$666K | 0.1% | 176 |
|
|
2022
Q1 | $1.18M | Buy |
40,269
+2,580
| +7% | +$75.9K | 0.06% | 254 |
|
|
2021
Q4 | $1M | Sell |
37,689
-682
| -2% | -$18.2K | 0.05% | 274 |
|
|
2021
Q3 | $1.05M | Buy |
38,371
+2,723
| +8% | +$74.4K | 0.06% | 261 |
|
|
2021
Q2 | $942K | Sell |
35,648
-753
| -2% | -$19.9K | 0.05% | 294 |
|
|
2021
Q1 | $886K | Sell |
36,401
-1,751
| -5% | -$42.6K | 0.05% | 275 |
|
|
2020
Q4 | $783K | Sell |
38,152
-4,920
| -11% | -$101K | 0.05% | 257 |
|
|
2020
Q3 | $752K | Sell |
43,072
-2,557
| -6% | -$44.6K | 0.06% | 225 |
|
|
2020
Q2 | $1.06M | Sell |
45,629
-1,696
| -4% | -$39.5K | 0.11% | 147 |
|
|
2020
Q1 | $1.15M | Sell |
47,325
-7,648
| -14% | -$186K | 0.17% | 108 |
|
|
2019
Q4 | $2.08M | Buy |
54,973
+3,275
| +6% | +$124K | 0.09% | 231 |
|
|
2019
Q3 | $1.96M | Sell |
51,698
-3,449
| -6% | -$131K | 0.24% | 95 |
|
|
2019
Q2 | $2.3M | Buy |
55,147
+7,688
| +16% | +$321K | 0.33% | 73 |
|
|
2019
Q1 | $2.08M | Buy |
47,459
+6,363
| +15% | +$278K | 0.29% | 83 |
|
|
2018
Q4 | $1.56M | Sell |
41,096
-5,529
| -12% | -$210K | 0.28% | 82 |
|
|
2018
Q3 | $2.12M | Buy |
46,625
+1,534
| +3% | +$69.6K | 0.38% | 57 |
|
|
2018
Q2 | $2M | Buy |
45,091
+1,539
| +4% | +$68.2K | 0.42% | 58 |
|
|
2018
Q1 | $1.73M | Buy |
43,552
+2,337
| +6% | +$92.8K | 0.39% | 64 |
|
|
2017
Q4 | $1.78M | Buy |
41,215
+5,357
| +15% | +$231K | 0.4% | 67 |
|
|
2017
Q3 | $1.38M | Sell |
35,858
-110
| -0.3% | -$4.23K | 0.38% | 71 |
|
|
2017
Q2 | $1.24M | Buy |
35,968
+2,176
| +6% | +$74.7K | 0.39% | 79 |
|
|
2017
Q1 | $1.17M | Buy |
+33,792
| New | +$1.17M | 0.19% | 143 |
|