Lee Financial’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-690
| Closed | -$24.4K | – | 243 |
|
|
2023
Q4 | $24.4K | Hold |
690
| – | – | ﹤0.01% | 293 |
|
|
2023
Q3 | $26.7K | Buy |
690
+57
| +9% | +$2.21K | 0.01% | 271 |
|
|
2023
Q2 | $22.3K | Sell |
633
-300
| -32% | -$10.6K | ﹤0.01% | 288 |
|
|
2023
Q1 | $35.4K | Hold |
933
| – | – | 0.01% | 256 |
|
|
2022
Q4 | $32.6K | Hold |
933
| – | – | 0.01% | 288 |
|
|
2022
Q3 | $27K | Sell |
933
-20
| -2% | -$579 | 0.01% | 297 |
|
|
2022
Q2 | $27K | Buy |
953
+20
| +2% | +$567 | 0.01% | 298 |
|
|
2022
Q1 | $27K | Hold |
933
| – | – | ﹤0.01% | 298 |
|
|
2021
Q4 | $25K | Hold |
933
| – | – | ﹤0.01% | 333 |
|
|
2021
Q3 | $25K | Hold |
933
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $25K | Hold |
933
| – | – | 0.01% | 294 |
|
|
2021
Q1 | $23K | Buy |
933
+600
| +180% | +$14.8K | 0.01% | 288 |
|
|
2020
Q4 | $7K | Sell |
333
-1,185
| -78% | -$24.9K | ﹤0.01% | 402 |
|
|
2020
Q3 | $26K | Buy |
1,518
+641
| +73% | +$11K | 0.01% | 286 |
|
|
2020
Q2 | $20K | Sell |
877
-525
| -37% | -$12K | 0.01% | 275 |
|
|
2020
Q1 | $34K | Sell |
1,402
-18,585
| -93% | -$451K | 0.01% | 196 |
|
|
2019
Q4 | $754K | Buy |
19,987
+160
| +0.8% | +$6.04K | 0.16% | 73 |
|
|
2019
Q3 | $753K | Sell |
19,827
-6,456
| -25% | -$245K | 0.17% | 72 |
|
|
2019
Q2 | $1.08M | Buy |
26,283
+417
| +2% | +$17.1K | 0.24% | 58 |
|
|
2019
Q1 | $1.11M | Sell |
25,866
-138
| -0.5% | -$5.93K | 0.26% | 52 |
|
|
2018
Q4 | $956K | Sell |
26,004
-885
| -3% | -$32.5K | 0.26% | 55 |
|
|
2018
Q3 | $1.18M | Sell |
26,889
-269
| -1% | -$11.8K | 0.29% | 51 |
|
|
2018
Q2 | $1.17M | Sell |
27,158
-739
| -3% | -$31.8K | 0.28% | 54 |
|
|
2018
Q1 | $1.05M | Buy |
+27,897
| New | +$1.05M | 0.27% | 59 |
|
|
2017
Q2 | – | Sell |
-35,171
| Closed | -$1.06M | – | 501 |
|
|
2017
Q1 | $1.06M | Sell |
35,171
-1,009
| -3% | -$30.4K | 0.42% | 54 |
|
|
2016
Q4 | $1.16M | Buy |
+36,180
| New | +$1.16M | 0.65% | 41 |
|