Legacy Capital Group California’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,399
| Closed | -$692K | – | 310 |
|
|
2024
Q4 | $692K | Sell |
23,399
-532
| -2% | -$15.7K | 0.21% | 132 |
|
|
2024
Q3 | $751K | Sell |
23,931
-89
| -0.4% | -$2.79K | 0.25% | 115 |
|
|
2024
Q2 | $867K | Sell |
24,020
-836
| -3% | -$30.2K | 0.31% | 88 |
|
|
2024
Q1 | $937K | Sell |
24,856
-866
| -3% | -$32.6K | 0.35% | 83 |
|
|
2023
Q4 | $911K | Sell |
25,722
-201
| -0.8% | -$7.12K | 0.35% | 74 |
|
|
2023
Q3 | $1M | Sell |
25,923
-5,111
| -16% | -$198K | 0.43% | 57 |
|
|
2023
Q2 | $1.1M | Buy |
31,034
+2,341
| +8% | +$82.6K | 0.45% | 46 |
|
|
2023
Q1 | $1.09M | Buy |
+28,693
| New | +$1.09M | 0.53% | 44 |
|