Lake Street Advisors Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $285K | Buy |
9,654
+801
| +9% | +$23.7K | 0.01% | 464 |
|
|
2024
Q3 | $278K | Sell |
8,853
-667
| -7% | -$20.9K | 0.01% | 477 |
|
|
2024
Q2 | $344K | Buy |
9,520
+209
| +2% | +$7.55K | 0.02% | 408 |
|
|
2024
Q1 | $351K | Sell |
9,311
-828
| -8% | -$31.2K | 0.02% | 421 |
|
|
2023
Q4 | $359K | Sell |
10,139
-77
| -0.8% | -$2.73K | 0.02% | 392 |
|
|
2023
Q3 | $396K | Sell |
10,216
-480
| -4% | -$18.6K | 0.02% | 216 |
|
|
2023
Q2 | $378K | Buy |
10,696
+193
| +2% | +$6.82K | 0.02% | 217 |
|
|
2023
Q1 | $399K | Sell |
10,503
-601
| -5% | -$22.8K | 0.02% | 206 |
|
|
2022
Q4 | $388K | Buy |
11,104
+157
| +1% | +$5.49K | 0.03% | 205 |
|
|
2022
Q3 | $313K | Sell |
10,947
-129
| -1% | -$3.69K | 0.02% | 209 |
|
|
2022
Q2 | $314K | Buy |
11,076
+596
| +6% | +$16.9K | 0.02% | 184 |
|
|
2022
Q1 | $308K | Buy |
+10,480
| New | +$308K | 0.02% | 186 |
|
|
2021
Q4 | – | Sell |
-10,529
| Closed | -$288K | – | 287 |
|
|
2021
Q3 | $288K | Buy |
+10,529
| New | +$288K | 0.03% | 141 |
|
|
2020
Q3 | – | Sell |
-10,570
| Closed | -$246K | – | 288 |
|
|
2020
Q2 | $246K | Sell |
10,570
-1,292
| -11% | -$30.1K | 0.02% | 229 |
|
|
2020
Q1 | $289K | Buy |
11,862
+1,141
| +11% | +$27.8K | 0.04% | 182 |
|
|
2019
Q4 | $405K | Buy |
10,721
+539
| +5% | +$20.4K | 0.04% | 136 |
|
|
2019
Q3 | $387K | Sell |
10,182
-1,371
| -12% | -$52.1K | 0.04% | 119 |
|
|
2019
Q2 | $474K | Buy |
11,553
+69
| +0.6% | +$2.83K | 0.05% | 105 |
|
|
2019
Q1 | $494K | Buy |
11,484
+358
| +3% | +$15.4K | 0.05% | 107 |
|
|
2018
Q4 | $409K | Buy |
11,126
+281
| +3% | +$10.3K | 0.05% | 111 |
|
|
2018
Q3 | $477K | Sell |
10,845
-1,737
| -14% | -$76.4K | 0.05% | 99 |
|
|
2018
Q2 | $541K | Sell |
12,582
-4,669
| -27% | -$201K | 0.05% | 146 |
|
|
2018
Q1 | $650K | Buy |
+17,251
| New | +$650K | 0.07% | 104 |
|