Key Financial Inc’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.7K | Hold |
3,029
| – | – | 0.02% | 395 |
|
|
2025
Q1 | $102K | Hold |
3,029
| – | – | 0.02% | 355 |
|
|
2024
Q4 | $89.5K | Hold |
3,029
| – | – | 0.02% | 376 |
|
|
2024
Q3 | $95.1K | Hold |
3,029
| – | – | 0.02% | 354 |
|
|
2024
Q2 | $109K | Buy |
3,029
+179
| +6% | +$6.46K | 0.03% | 323 |
|
|
2024
Q1 | $107K | Hold |
2,850
| – | – | 0.03% | 309 |
|
|
2023
Q4 | $101K | Buy |
2,850
+286
| +11% | +$10.1K | 0.03% | 311 |
|
|
2023
Q3 | $99.3K | Hold |
2,564
| – | – | 0.03% | 293 |
|
|
2023
Q2 | $90.5K | Hold |
2,564
| – | – | 0.03% | 317 |
|
|
2023
Q1 | $97.3K | Sell |
2,564
-170
| -6% | -$6.45K | 0.04% | 286 |
|
|
2022
Q4 | $78.1K | Hold |
2,734
| – | – | 0.04% | 290 |
|
|
2022
Q3 | $78K | Sell |
2,734
-50
| -2% | -$1.43K | 0.04% | 292 |
|
|
2022
Q2 | $79K | Hold |
2,784
| – | – | 0.04% | 282 |
|
|
2022
Q1 | $82K | Sell |
2,784
-50
| -2% | -$1.47K | 0.04% | 287 |
|
|
2021
Q4 | $75K | Hold |
2,834
| – | – | 0.04% | 284 |
|
|
2021
Q3 | $77K | Hold |
2,834
| – | – | 0.04% | 268 |
|
|
2021
Q2 | $69K | Buy |
2,834
+756
| +36% | +$18.4K | 0.04% | 295 |
|
|
2021
Q1 | $51K | Sell |
2,078
-460
| -18% | -$11.3K | 0.03% | 270 |
|
|
2020
Q4 | $52K | Buy |
+2,538
| New | +$52K | 0.04% | 240 |
|
|
2020
Q3 | – | Sell |
-8,988
| Closed | -$211K | – | 113 |
|
|
2020
Q2 | $211K | Buy |
8,988
+3,527
| +65% | +$82.8K | 0.24% | 93 |
|
|
2020
Q1 | $131K | Hold |
5,461
| – | – | 0.13% | 124 |
|
|
2019
Q4 | $206K | Buy |
+5,461
| New | +$206K | 0.19% | 107 |
|