JNBA Financial Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61
| Closed | -$2.06K | – | 657 |
|
|
2025
Q1 | $2.06K | Hold |
61
| – | – | ﹤0.01% | 595 |
|
|
2024
Q4 | $1.8K | Sell |
61
-38
| -38% | -$1.12K | ﹤0.01% | 594 |
|
|
2024
Q3 | $3.11K | Buy |
99
+38
| +62% | +$1.19K | ﹤0.01% | 579 |
|
|
2024
Q2 | $2.2K | Hold |
61
| – | – | ﹤0.01% | 576 |
|
|
2024
Q1 | $2.3K | Sell |
61
-10
| -14% | -$377 | ﹤0.01% | 595 |
|
|
2023
Q4 | $2.51K | Hold |
71
| – | – | ﹤0.01% | 596 |
|
|
2023
Q3 | $2.75K | Sell |
71
-41
| -37% | -$1.59K | ﹤0.01% | 601 |
|
|
2023
Q2 | $3.95K | Hold |
112
| – | – | ﹤0.01% | 565 |
|
|
2023
Q1 | $4.25K | Hold |
112
| – | – | ﹤0.01% | 560 |
|
|
2022
Q4 | $3.91K | Hold |
112
| – | – | ﹤0.01% | 538 |
|
|
2022
Q3 | $3K | Hold |
112
| – | – | ﹤0.01% | 563 |
|
|
2022
Q2 | $3K | Sell |
112
-484
| -81% | -$13K | ﹤0.01% | 606 |
|
|
2022
Q1 | $18K | Hold |
596
| – | – | ﹤0.01% | 419 |
|
|
2021
Q4 | $16K | Hold |
596
| – | – | ﹤0.01% | 455 |
|
|
2021
Q3 | $16K | Hold |
596
| – | – | ﹤0.01% | 444 |
|
|
2021
Q2 | $16K | Sell |
596
-650
| -52% | -$17.5K | ﹤0.01% | 427 |
|
|
2021
Q1 | $30K | Hold |
1,246
| – | – | ﹤0.01% | 341 |
|
|
2020
Q4 | $26K | Hold |
1,246
| – | – | ﹤0.01% | 333 |
|
|
2020
Q3 | $22K | Hold |
1,246
| – | – | ﹤0.01% | 326 |
|
|
2020
Q2 | $29K | Buy |
1,246
+650
| +109% | +$15.1K | 0.01% | 289 |
|
|
2020
Q1 | $15K | Hold |
596
| – | – | ﹤0.01% | 340 |
|
|
2019
Q4 | $22K | Hold |
596
| – | – | ﹤0.01% | 337 |
|
|
2019
Q3 | $23K | Sell |
596
-10
| -2% | -$386 | ﹤0.01% | 315 |
|
|
2019
Q2 | $25K | Hold |
606
| – | – | 0.01% | 316 |
|
|
2019
Q1 | $26K | Sell |
606
-179
| -23% | -$7.68K | 0.01% | 298 |
|
|
2018
Q4 | $29K | Buy |
+785
| New | +$29K | 0.01% | 260 |
|
|
2018
Q3 | – | Sell |
-2,239
| Closed | -$96K | – | 510 |
|
|
2018
Q2 | $96K | Sell |
2,239
-29
| -1% | -$1.24K | 0.02% | 176 |
|
|
2018
Q1 | $85K | Buy |
2,268
+1,617
| +248% | +$60.6K | 0.02% | 180 |
|
|
2017
Q4 | $25K | Sell |
651
-10
| -2% | -$384 | 0.01% | 289 |
|
|
2017
Q3 | $23K | Sell |
661
-11
| -2% | -$383 | 0.01% | 285 |
|
|
2017
Q2 | $21K | Sell |
672
-11
| -2% | -$344 | ﹤0.01% | 282 |
|
|
2017
Q1 | $21K | Sell |
683
-13
| -2% | -$400 | 0.01% | 282 |
|
|
2016
Q4 | $22K | Sell |
696
-8,862
| -93% | -$280K | 0.01% | 285 |
|
|
2016
Q3 | $283K | Buy |
9,558
+8,850
| +1,250% | +$262K | 0.04% | 175 |
|
|
2016
Q2 | $21K | Sell |
708
-119
| -14% | -$3.53K | 0.01% | 283 |
|
|
2016
Q1 | $21K | Hold |
827
| – | – | 0.01% | 278 |
|
|
2015
Q4 | $22K | Sell |
827
-630
| -43% | -$16.8K | 0.01% | 273 |
|
|
2015
Q3 | $37K | Hold |
1,457
| – | – | 0.02% | 209 |
|
|
2015
Q2 | $49K | Sell |
1,457
-141
| -9% | -$4.74K | 0.02% | 186 |
|
|
2015
Q1 | $52K | Sell |
1,598
-501
| -24% | -$16.3K | 0.02% | 185 |
|
|
2014
Q4 | $66K | Sell |
2,099
-31
| -1% | -$975 | 0.03% | 164 |
|
|
2014
Q3 | $77K | Buy |
2,130
+667
| +46% | +$24.1K | 0.03% | 156 |
|
|
2014
Q2 | $63K | Hold |
1,463
| – | – | 0.03% | 164 |
|
|
2014
Q1 | $58K | Hold |
1,463
| – | – | 0.03% | 159 |
|
|
2013
Q4 | $58K | Buy |
1,463
+122
| +9% | +$4.84K | 0.03% | 156 |
|
|
2013
Q3 | $46K | Buy |
1,341
+631
| +89% | +$21.6K | 0.03% | 161 |
|
|
2013
Q2 | $24K | Buy |
+710
| New | +$24K | 0.02% | 189 |
|