Lee, Danner & Bass’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
79,723
-720
| -0.9% | -$21.6K | 0.19% | 97 |
|
|
2025
Q1 | $2.72M | Sell |
80,443
-850
| -1% | -$28.7K | 0.22% | 88 |
|
|
2024
Q4 | $2.4M | Sell |
81,293
-1,518
| -2% | -$44.9K | 0.19% | 91 |
|
|
2024
Q3 | $2.6M | Sell |
82,811
-4,595
| -5% | -$144K | 0.18% | 95 |
|
|
2024
Q2 | $3.16M | Buy |
+87,406
| New | +$3.16M | 0.24% | 86 |
|
|
2023
Q4 | $3.11M | Sell |
87,916
-1,092
| -1% | -$38.7K | 0.27% | 84 |
|
|
2023
Q3 | $3.45M | Sell |
89,008
-1,395
| -2% | -$54K | 0.31% | 69 |
|
|
2023
Q2 | $3.19M | Buy |
90,403
+445
| +0.5% | +$15.7K | 0.27% | 76 |
|
|
2023
Q1 | $3.41M | Sell |
89,958
-2,166
| -2% | -$82.2K | 0.31% | 72 |
|
|
2022
Q4 | $3.22M | Sell |
92,124
-1,703
| -2% | -$59.5K | 0.3% | 72 |
|
|
2022
Q3 | $2.68M | Sell |
93,827
-225
| -0.2% | -$6.42K | 0.28% | 78 |
|
|
2022
Q2 | $2.67M | Sell |
94,052
-6,499
| -6% | -$184K | 0.27% | 80 |
|
|
2022
Q1 | $2.96M | Buy |
100,551
+5,844
| +6% | +$172K | 0.25% | 82 |
|
|
2021
Q4 | $2.52M | Buy |
94,707
+1,340
| +1% | +$35.7K | 0.22% | 90 |
|
|
2021
Q3 | $2.55M | Sell |
93,367
-3,881
| -4% | -$106K | 0.24% | 86 |
|
|
2021
Q2 | $2.57M | Buy |
97,248
+1,823
| +2% | +$48.2K | 0.23% | 86 |
|
|
2021
Q1 | $2.32M | Buy |
95,425
+2,020
| +2% | +$49.2K | 0.22% | 88 |
|
|
2020
Q4 | $1.92M | Buy |
93,405
+30,300
| +48% | +$622K | 0.2% | 91 |
|
|
2020
Q3 | $1.1M | Sell |
63,105
-3,420
| -5% | -$59.7K | 0.13% | 98 |
|
|
2020
Q2 | $1.55M | Sell |
66,525
-1,350
| -2% | -$31.5K | 0.2% | 90 |
|
|
2020
Q1 | $1.66M | Buy |
67,875
+9,920
| +17% | +$242K | 0.24% | 83 |
|
|
2019
Q4 | $2.19M | Buy |
57,955
+8,962
| +18% | +$338K | 0.23% | 89 |
|
|
2019
Q3 | $1.86M | Sell |
48,993
-1,394
| -3% | -$53K | 0.2% | 90 |
|
|
2019
Q2 | $2.07M | Buy |
50,387
+876
| +2% | +$35.9K | 0.22% | 88 |
|
|
2019
Q1 | $2.13M | Sell |
49,511
-26,549
| -35% | -$1.14M | 0.23% | 83 |
|
|
2018
Q4 | $2.8M | Buy |
76,060
+788
| +1% | +$29K | 0.33% | 69 |
|
|
2018
Q3 | $3.31M | Sell |
75,272
-5,192
| -6% | -$229K | 0.33% | 70 |
|
|
2018
Q2 | $3.46M | Sell |
80,464
-5,556
| -6% | -$239K | 0.37% | 66 |
|
|
2018
Q1 | $3.24M | Sell |
86,020
-1,455
| -2% | -$54.8K | 0.34% | 71 |
|
|
2017
Q4 | $3.37M | Buy |
87,475
+850
| +1% | +$32.7K | 0.34% | 72 |
|
|
2017
Q3 | $3M | Sell |
86,625
-5,056
| -6% | -$175K | 0.32% | 71 |
|
|
2017
Q2 | $2.82M | Sell |
91,681
-1,012
| -1% | -$31.1K | 0.32% | 73 |
|
|
2017
Q1 | $2.79M | Buy |
92,693
+38,531
| +71% | +$1.16M | 0.31% | 69 |
|
|
2016
Q4 | $1.73M | Sell |
54,162
-2,381
| -4% | -$76.2K | 0.2% | 85 |
|
|
2016
Q3 | $1.67M | Sell |
56,543
-475
| -0.8% | -$14.1K | 0.2% | 86 |
|
|
2016
Q2 | $1.7M | Sell |
57,018
-1,307
| -2% | -$39.1K | 0.21% | 84 |
|
|
2016
Q1 | $1.64M | Buy |
58,325
+4,308
| +8% | +$121K | 0.2% | 83 |
|
|
2015
Q4 | $1.42M | Sell |
54,017
-2,035
| -4% | -$53.5K | 0.19% | 86 |
|
|
2015
Q3 | $1.44M | Buy |
56,052
+20,329
| +57% | +$523K | 0.19% | 86 |
|
|
2015
Q2 | $1.2M | Buy |
35,723
+2,631
| +8% | +$88.5K | 0.14% | 97 |
|
|
2015
Q1 | $1.07M | Buy |
33,092
+754
| +2% | +$24.5K | 0.13% | 97 |
|
|
2014
Q4 | $1.02M | Buy |
32,338
+6,175
| +24% | +$195K | 0.12% | 96 |
|
|
2014
Q3 | $941K | Buy |
+26,163
| New | +$941K | 0.12% | 98 |
|
|
2014
Q1 | – | Sell |
-5,501
| Closed | -$219K | – | 150 |
|
|
2013
Q4 | $219K | Buy |
+5,501
| New | +$219K | 0.03% | 143 |
|