Jones Financial Companies’s BP BP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.17M | Buy |
104,626
+17,946
| +21% | +$544K | ﹤0.01% | 629 |
|
2025
Q1 | $2.93M | Sell |
86,680
-6,935
| -7% | -$235K | ﹤0.01% | 550 |
|
2024
Q4 | $2.77M | Buy |
93,615
+20,491
| +28% | +$606K | ﹤0.01% | 481 |
|
2024
Q3 | $2.3M | Buy |
73,124
+23,978
| +49% | +$753K | ﹤0.01% | 428 |
|
2024
Q2 | $1.77M | Buy |
49,146
+15,603
| +47% | +$563K | ﹤0.01% | 338 |
|
2024
Q1 | $1.26M | Buy |
33,543
+643
| +2% | +$24.2K | ﹤0.01% | 235 |
|
2023
Q4 | $1.16M | Buy |
32,900
+1,090
| +3% | +$38.6K | ﹤0.01% | 194 |
|
2023
Q3 | $1.23M | Buy |
31,810
+132
| +0.4% | +$5.11K | ﹤0.01% | 175 |
|
2023
Q2 | $1.12M | Buy |
31,678
+26,266
| +485% | +$927K | ﹤0.01% | 182 |
|
2023
Q1 | $205K | Sell |
5,412
-922
| -15% | -$35K | ﹤0.01% | 264 |
|
2022
Q4 | $221K | Sell |
6,334
-9,170
| -59% | -$320K | ﹤0.01% | 253 |
|
2022
Q3 | $443K | Buy |
15,504
+8,102
| +109% | +$232K | ﹤0.01% | 195 |
|
2022
Q2 | $210K | Sell |
7,402
-25
| -0.3% | -$709 | ﹤0.01% | 234 |
|
2022
Q1 | $218K | Buy |
7,427
+1,749
| +31% | +$51.3K | ﹤0.01% | 242 |
|
2021
Q4 | $151K | Buy |
5,678
+1,691
| +42% | +$45K | ﹤0.01% | 278 |
|
2021
Q3 | $109K | Sell |
3,987
-154
| -4% | -$4.21K | ﹤0.01% | 264 |
|
2021
Q2 | $109K | Buy |
4,141
+1,874
| +83% | +$49.3K | ﹤0.01% | 257 |
|
2021
Q1 | $55K | Buy |
2,267
+965
| +74% | +$23.4K | ﹤0.01% | 340 |
|
2020
Q4 | $27K | Buy |
+1,302
| New | +$27K | ﹤0.01% | 341 |
|
2019
Q1 | – | Sell |
-8,076
| Closed | -$306K | – | 207 |
|
2018
Q4 | $306K | Sell |
8,076
-2,562
| -24% | -$97.1K | ﹤0.01% | 187 |
|
2018
Q3 | $490K | Buy |
10,638
+3,371
| +46% | +$155K | ﹤0.01% | 170 |
|
2018
Q2 | $332K | Sell |
7,267
-7,843
| -52% | -$358K | ﹤0.01% | 183 |
|
2018
Q1 | $612K | Buy |
15,110
+7,556
| +100% | +$306K | ﹤0.01% | 161 |
|
2017
Q4 | $317K | Buy |
+7,554
| New | +$317K | ﹤0.01% | 194 |
|
2015
Q3 | – | Sell |
-9,855
| Closed | -$394K | – | 226 |
|
2015
Q2 | $394K | Buy |
9,855
+1,311
| +15% | +$52.4K | ﹤0.01% | 196 |
|
2015
Q1 | $334K | Sell |
8,544
-38
| -0.4% | -$1.49K | ﹤0.01% | 202 |
|
2014
Q4 | $327K | Sell |
8,582
-1,063
| -11% | -$40.5K | ﹤0.01% | 206 |
|
2014
Q3 | $424K | Buy |
9,645
+611
| +7% | +$26.9K | ﹤0.01% | 193 |
|
2014
Q2 | $476K | Sell |
9,034
-789
| -8% | -$41.6K | ﹤0.01% | 189 |
|
2014
Q1 | $472K | Buy |
9,823
+654
| +7% | +$31.4K | ﹤0.01% | 188 |
|
2013
Q4 | $446K | Buy |
9,169
+455
| +5% | +$22.1K | ﹤0.01% | 189 |
|
2013
Q3 | $366K | Sell |
8,714
-309
| -3% | -$13K | ﹤0.01% | 186 |
|
2013
Q2 | $377K | Buy |
+9,023
| New | +$377K | ﹤0.01% | 186 |
|