JCM
Jacobi Capital Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
8,499
-1,092
| -11% | -$32.7K | 0.02% | 535 |
|
|
2025
Q1 | $324K | Sell |
9,591
-3,771
| -28% | -$127K | 0.02% | 462 |
|
|
2024
Q4 | $395K | Buy |
13,362
+2,701
| +25% | +$79.8K | 0.03% | 400 |
|
|
2024
Q3 | $335K | Buy |
10,661
+728
| +7% | +$22.9K | 0.03% | 437 |
|
|
2024
Q2 | $359K | Sell |
9,933
-1,108
| -10% | -$40K | 0.03% | 375 |
|
|
2024
Q1 | $416K | Buy |
11,041
+2,370
| +27% | +$89.3K | 0.04% | 336 |
|
|
2023
Q4 | $307K | Sell |
8,671
-5,133
| -37% | -$182K | 0.03% | 369 |
|
|
2023
Q3 | $534K | Buy |
13,804
+5,381
| +64% | +$208K | 0.06% | 262 |
|
|
2023
Q2 | $297K | Sell |
8,423
-4,354
| -34% | -$154K | 0.03% | 358 |
|
|
2023
Q1 | $485K | Buy |
12,777
+5,371
| +73% | +$204K | 0.06% | 276 |
|
|
2022
Q4 | $259K | Sell |
7,406
-174
| -2% | -$6.08K | 0.03% | 363 |
|
|
2022
Q3 | $216K | Buy |
7,580
+60
| +0.8% | +$1.71K | 0.03% | 382 |
|
|
2022
Q2 | $213K | Sell |
7,520
-1,903
| -20% | -$53.9K | 0.03% | 384 |
|
|
2022
Q1 | $277K | Buy |
9,423
+319
| +4% | +$9.38K | 0.03% | 357 |
|
|
2021
Q4 | $242K | Sell |
9,104
-2,893
| -24% | -$76.9K | 0.03% | 382 |
|
|
2021
Q3 | $328K | Sell |
11,997
-5,959
| -33% | -$163K | 0.04% | 319 |
|
|
2021
Q2 | $475K | Buy |
17,956
+7,744
| +76% | +$205K | 0.06% | 243 |
|
|
2021
Q1 | $249K | Sell |
10,212
-9,439
| -48% | -$230K | 0.04% | 319 |
|
|
2020
Q4 | $426K | Buy |
19,651
+6,461
| +49% | +$140K | 0.07% | 228 |
|
|
2020
Q3 | $230K | Sell |
13,190
-11,901
| -47% | -$208K | 0.04% | 278 |
|
|
2020
Q2 | $586K | Sell |
25,091
-561
| -2% | -$13.1K | 0.11% | 154 |
|
|
2020
Q1 | $615K | Buy |
25,652
+487
| +2% | +$11.7K | 0.13% | 131 |
|
|
2019
Q4 | $954K | Buy |
25,165
+933
| +4% | +$35.4K | 0.17% | 110 |
|
|
2019
Q3 | $936K | Buy |
24,232
+677
| +3% | +$26.2K | 0.19% | 107 |
|
|
2019
Q2 | $975K | Buy |
23,555
+20,958
| +807% | +$868K | 0.2% | 100 |
|
|
2019
Q1 | $114K | Sell |
2,597
-61
| -2% | -$2.68K | 0.03% | 297 |
|
|
2018
Q4 | $101K | Sell |
2,658
-495
| -16% | -$18.8K | 0.03% | 295 |
|
|
2018
Q3 | $145K | Buy |
3,153
+695
| +28% | +$32K | 0.04% | 274 |
|
|
2018
Q2 | $112K | Hold |
2,458
| – | – | 0.03% | 301 |
|
|
2018
Q1 | $98K | Buy |
2,458
+349
| +17% | +$13.9K | 0.03% | 301 |
|
|
2017
Q4 | $91K | Buy |
2,109
+146
| +7% | +$6.3K | 0.03% | 275 |
|
|
2017
Q3 | $75K | Buy |
1,963
+648
| +49% | +$24.8K | 0.03% | 284 |
|
|
2017
Q2 | $45K | Buy |
1,315
+666
| +103% | +$22.8K | 0.02% | 323 |
|
|
2017
Q1 | $22K | Hold |
649
| – | – | 0.01% | 347 |
|
|
2016
Q4 | $24K | Hold |
649
| – | – | 0.01% | 303 |
|
|
2016
Q3 | $23K | Hold |
649
| – | – | 0.01% | 347 |
|
|
2016
Q2 | $23K | Buy |
+649
| New | +$23K | 0.01% | 323 |
|