Kingswood Wealth 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 | $275K | Buy |
9,183
+518
| +6% | +$15.5K | 0.02% | 597 |
|
|
2025
Q1 | $293K | Sell |
8,665
-7,261
| -46% | -$245K | 0.03% | 556 |
|
|
2024
Q4 | $471K | Buy |
15,926
+4,551
| +40% | +$135K | 0.04% | 459 |
|
|
2024
Q3 | $357K | Buy |
11,375
+3,374
| +42% | +$106K | 0.03% | 535 |
|
|
2024
Q2 | $289K | Buy |
8,001
+408
| +5% | +$14.7K | 0.03% | 534 |
|
|
2024
Q1 | $286K | Sell |
7,593
-594
| -7% | -$22.4K | 0.03% | 493 |
|
|
2023
Q4 | $290K | Buy |
+8,187
| New | +$290K | 0.03% | 483 |
|
|
2023
Q3 | – | Sell |
-6,863
| Closed | -$242K | – | 433 |
|
|
2023
Q2 | $242K | Buy |
+6,863
| New | +$242K | 0.08% | 224 |
|