Kovitz Investment Group Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
61,306
-7,221
| -11% | -$216K | 0.01% | 646 |
|
|
2025
Q1 | $2.32M | Sell |
68,527
-573,503
| -89% | -$19.4M | 0.01% | 548 |
|
|
2024
Q4 | $19M | Buy |
642,030
+61,460
| +11% | +$1.82M | 0.09% | 180 |
|
|
2024
Q3 | $18.1M | Sell |
580,570
-17,179
| -3% | -$536K | 0.13% | 147 |
|
|
2024
Q2 | $21.6M | Buy |
597,749
+553,349
| +1,246% | +$20M | 0.18% | 92 |
|
|
2024
Q1 | $1.67M | Buy |
44,400
+9,128
| +26% | +$344K | 0.02% | 319 |
|
|
2023
Q4 | $1.25M | Sell |
35,272
-13,213
| -27% | -$468K | 0.02% | 267 |
|
|
2023
Q3 | $1.88M | Sell |
48,485
-4,227
| -8% | -$164K | 0.03% | 236 |
|
|
2023
Q2 | $1.86M | Sell |
52,712
-1,107
| -2% | -$39.1K | 0.03% | 243 |
|
|
2023
Q1 | $2.04M | Buy |
53,819
+224
| +0.4% | +$8.5K | 0.04% | 240 |
|
|
2022
Q4 | $1.87M | Sell |
53,595
-113,510
| -68% | -$3.96M | 0.04% | 233 |
|
|
2022
Q3 | $4.77M | Buy |
167,105
+18,622
| +13% | +$532K | 0.11% | 145 |
|
|
2022
Q2 | $4.21M | Buy |
148,483
+19,132
| +15% | +$542K | 0.09% | 172 |
|
|
2022
Q1 | $3.8M | Buy |
129,351
+36,461
| +39% | +$1.07M | 0.07% | 192 |
|
|
2021
Q4 | $1.91M | Buy |
92,890
+9,319
| +11% | +$191K | 0.04% | 210 |
|
|
2021
Q3 | $2.28M | Buy |
83,571
+40,722
| +95% | +$1.11M | 0.05% | 221 |
|
|
2021
Q2 | $1.13M | Sell |
42,849
-4,566
| -10% | -$121K | 0.02% | 287 |
|
|
2021
Q1 | $1.16M | Sell |
47,415
-45,475
| -49% | -$1.11M | 0.03% | 268 |
|
|
2020
Q4 | $1.91M | Sell |
92,890
-67,355
| -42% | -$1.38M | 0.05% | 206 |
|
|
2020
Q3 | $2.8M | Buy |
160,245
+39,804
| +33% | +$695K | 0.08% | 159 |
|
|
2020
Q2 | $2.81M | Sell |
120,441
-16,500
| -12% | -$385K | 0.09% | 151 |
|
|
2020
Q1 | $3.34M | Buy |
136,941
+19,260
| +16% | +$470K | 0.12% | 124 |
|
|
2019
Q4 | $4.44M | Buy |
117,681
+950
| +0.8% | +$35.9K | 0.13% | 116 |
|
|
2019
Q3 | $4.43M | Sell |
116,731
-2,674
| -2% | -$102K | 0.14% | 110 |
|
|
2019
Q2 | $4.9M | Sell |
119,405
-2,560
| -2% | -$105K | 0.15% | 101 |
|
|
2019
Q1 | $5.24M | Buy |
121,965
+91,565
| +301% | +$3.94M | 0.17% | 93 |
|
|
2018
Q4 | $1.12M | Sell |
30,400
-3,601
| -11% | -$132K | 0.04% | 184 |
|
|
2018
Q3 | $1.5M | Sell |
34,001
-1,748
| -5% | -$77K | 0.07% | 71 |
|
|
2018
Q2 | $1.54M | Sell |
35,749
-8,050
| -18% | -$346K | 0.07% | 73 |
|
|
2018
Q1 | $1.65M | Sell |
43,799
-3,659
| -8% | -$138K | 0.08% | 68 |
|
|
2017
Q4 | $1.83K | Sell |
47,458
-4,176
| -8% | -$161 | 0.08% | 68 |
|
|
2017
Q3 | $1.79M | Buy |
51,634
+351
| +0.7% | +$12.2K | 0.09% | 64 |
|
|
2017
Q2 | $1.58M | Buy |
51,283
+39,474
| +334% | +$1.21M | 0.08% | 64 |
|
|
2017
Q1 | $355K | Sell |
11,809
-4,031
| -25% | -$121K | 0.02% | 108 |
|
|
2016
Q4 | $507K | Buy |
15,840
+915
| +6% | +$29.3K | 0.03% | 86 |
|
|
2016
Q3 | $442K | Sell |
14,925
-3
| -0% | -$89 | 0.03% | 100 |
|
|
2016
Q2 | $446K | Sell |
14,928
-1,363
| -8% | -$40.7K | 0.03% | 102 |
|
|
2016
Q1 | $414K | Buy |
+16,291
| New | +$414K | 0.02% | 109 |
|