Lantz Financial’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Buy |
29,193
+270
| +0.9% | +$8.08K | 0.22% | 107 |
|
|
2025
Q1 | $977K | Sell |
28,923
-505
| -2% | -$17.1K | 0.27% | 95 |
|
|
2024
Q4 | $870K | Sell |
29,428
-814
| -3% | -$24.1K | 0.23% | 102 |
|
|
2024
Q3 | $949K | Sell |
30,242
-209
| -0.7% | -$6.56K | 0.26% | 90 |
|
|
2024
Q2 | $1.1M | Sell |
30,451
-289
| -0.9% | -$10.4K | 0.34% | 83 |
|
|
2024
Q1 | $1.16M | Sell |
30,740
-276
| -0.9% | -$10.4K | 0.37% | 78 |
|
|
2023
Q4 | $1.1M | Buy |
31,016
+213
| +0.7% | +$7.54K | 0.4% | 75 |
|
|
2023
Q3 | $1.19M | Buy |
30,803
+83
| +0.3% | +$3.21K | 0.47% | 66 |
|
|
2023
Q2 | $1.08M | Buy |
30,720
+638
| +2% | +$22.5K | 0.42% | 69 |
|
|
2023
Q1 | $1.14M | Buy |
30,082
+462
| +2% | +$17.5K | 0.47% | 67 |
|
|
2022
Q4 | $1.03M | Buy |
29,620
+2,042
| +7% | +$71.3K | 0.47% | 61 |
|
|
2022
Q3 | $787K | Hold |
27,578
| – | – | 0.41% | 65 |
|
|
2022
Q2 | $782K | Hold |
27,578
| – | – | 0.35% | 74 |
|
|
2022
Q1 | $811K | Sell |
27,578
-257
| -0.9% | -$7.56K | 0.33% | 79 |
|
|
2021
Q4 | $741K | Buy |
27,835
+450
| +2% | +$12K | 0.34% | 75 |
|
|
2021
Q3 | $748K | Sell |
27,385
-450
| -2% | -$12.3K | 0.38% | 70 |
|
|
2021
Q2 | $735K | Sell |
27,835
-25
| -0.1% | -$660 | 0.38% | 70 |
|
|
2021
Q1 | $678K | Hold |
27,860
| – | – | 0.39% | 62 |
|
|
2020
Q4 | $572K | Sell |
27,860
-1,076
| -4% | -$22.1K | 0.36% | 69 |
|
|
2020
Q3 | $505K | Sell |
28,936
-3,431
| -11% | -$59.9K | 0.34% | 71 |
|
|
2020
Q2 | $755K | Sell |
32,367
-3,484
| -10% | -$81.3K | 0.54% | 55 |
|
|
2020
Q1 | $874K | Buy |
35,851
+1,019
| +3% | +$24.8K | 0.68% | 46 |
|
|
2019
Q4 | $1.32M | Buy |
34,832
+85
| +0.2% | +$3.21K | 0.78% | 45 |
|
|
2019
Q3 | $1.27M | Sell |
34,747
-103
| -0.3% | -$3.77K | 0.86% | 39 |
|
|
2019
Q2 | $1.44M | Sell |
34,850
-471
| -1% | -$19.4K | 0.97% | 29 |
|
|
2019
Q1 | $1.52M | Buy |
+35,321
| New | +$1.52M | 1.1% | 26 |
|