Kestra Private Wealth Services’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
7,174
+691
| +11% | +$33.2K | 0.01% | 1204 |
|
|
2025
Q1 | $315K | Buy |
6,483
+1,634
| +34% | +$79.3K | 0.01% | 1175 |
|
|
2024
Q4 | $237K | Buy |
4,849
+944
| +24% | +$46.1K | ﹤0.01% | 1232 |
|
|
2024
Q3 | $243K | Buy |
3,905
+13
| +0.3% | +$807 | ﹤0.01% | 1177 |
|
|
2024
Q2 | $222K | Sell |
3,892
-85
| -2% | -$4.85K | ﹤0.01% | 1186 |
|
|
2024
Q1 | $229K | Sell |
3,977
-279
| -7% | -$16.1K | 0.01% | 1120 |
|
|
2023
Q4 | $291K | Buy |
4,256
+159
| +4% | +$10.9K | 0.01% | 964 |
|
|
2023
Q3 | $233K | Buy |
4,097
+244
| +6% | +$13.9K | 0.01% | 979 |
|
|
2023
Q2 | $230K | Sell |
3,853
-220
| -5% | -$13.1K | 0.01% | 918 |
|
|
2023
Q1 | $258K | Sell |
4,073
-325
| -7% | -$20.6K | 0.01% | 833 |
|
|
2022
Q4 | $273K | Buy |
+4,398
| New | +$273K | 0.01% | 696 |
|
|
2022
Q3 | – | Sell |
-3,708
| Closed | -$208K | – | 912 |
|
|
2022
Q2 | $208K | Sell |
3,708
-982
| -21% | -$55.1K | 0.01% | 784 |
|
|
2022
Q1 | $323K | Buy |
4,690
+167
| +4% | +$11.5K | 0.02% | 718 |
|
|
2021
Q4 | $244K | Buy |
+4,523
| New | +$244K | 0.01% | 842 |
|
|
2021
Q3 | – | Sell |
-3,563
| Closed | -$231K | – | 927 |
|
|
2021
Q2 | $231K | Buy |
+3,563
| New | +$231K | 0.01% | 759 |
|