Kelly Financial Services’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-504
| Closed | -$18.2K | – | 194 |
|
|
2024
Q2 | $18.2K | Buy |
504
+4
| +0.8% | +$150 | 0.01% | 342 |
|
|
2024
Q1 | $18.8K | Hold |
500
| – | – | 0.01% | 339 |
|
|
2023
Q4 | $17.7K | Buy |
500
+5
| +1% | +$183 | 0.01% | 325 |
|
|
2023
Q3 | $19.2K | Sell |
495
-263
| -35% | -$9.76K | 0.01% | 287 |
|
|
2023
Q2 | $26.8K | Buy |
758
+8
| +1% | +$296 | 0.01% | 254 |
|
|
2023
Q1 | $28.5K | Sell |
750
-48
| -6% | -$1.79K | 0.01% | 244 |
|
|
2022
Q4 | $27.9K | Buy |
798
+4
| +0.5% | +$133 | 0.01% | 231 |
|
|
2022
Q3 | $22.7K | Buy |
794
+5
| +0.6% | +$149 | 0.01% | 243 |
|
|
2022
Q2 | $22.4K | Buy |
789
+416
| +112% | +$12.7K | 0.01% | 245 |
|
|
2022
Q1 | $11K | Sell |
373
-2
| -0.5% | -$61 | ﹤0.01% | 328 |
|
|
2021
Q4 | $9.99K | Hold |
375
| – | – | ﹤0.01% | 344 |
|
|
2021
Q3 | $10.3K | Sell |
375
-9,540
| -96% | -$239K | 0.01% | 327 |
|
|
2021
Q2 | $375K | Buy |
9,915
+9,540
| +2,544% | +$250K | 0.01% | 218 |
|
|
2021
Q1 | $9.14K | Hold |
375
| – | – | 0.01% | 315 |
|
|
2020
Q4 | $7.7K | Hold |
375
| – | – | 0.01% | 313 |
|
|
2020
Q3 | $6.55K | Hold |
375
| – | – | ﹤0.01% | 298 |
|
|
2020
Q2 | $8.75K | Hold |
375
| – | – | 0.01% | 265 |
|
|
2020
Q1 | $9.15K | Sell |
375
-64
| -15% | -$2.07K | 0.01% | 221 |
|
|
2019
Q4 | $16.6K | Hold |
439
| – | – | 0.01% | 184 |
|
|
2019
Q3 | $16.7K | Buy |
439
+41
| +10% | +$1.56K | 0.02% | 169 |
|
|
2019
Q2 | $16.3K | Hold |
398
| – | – | 0.01% | 171 |
|
|
2019
Q1 | $17.1K | Buy |
+398
| New | +$16.3K | 0.02% | 162 |
|
Other funds holding BP
