Legacy Financial Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,540
| Closed | -$795K | – | 351 |
|
|
2025
Q1 | $795K | Buy |
23,540
+1,538
| +7% | +$52K | 0.13% | 132 |
|
|
2024
Q4 | $650K | Buy |
22,002
+5,797
| +36% | +$171K | 0.11% | 163 |
|
|
2024
Q3 | $509K | Sell |
16,205
-2,745
| -14% | -$86.2K | 0.09% | 194 |
|
|
2024
Q2 | $684K | Sell |
18,950
-76
| -0.4% | -$2.74K | 0.12% | 138 |
|
|
2024
Q1 | $717K | Buy |
19,026
+643
| +3% | +$24.2K | 0.13% | 132 |
|
|
2023
Q4 | $651K | Sell |
18,383
-1,201
| -6% | -$42.5K | 0.13% | 127 |
|
|
2023
Q3 | $758K | Buy |
19,584
+1,122
| +6% | +$43.4K | 0.15% | 90 |
|
|
2023
Q2 | $652K | Sell |
18,462
-220
| -1% | -$7.76K | 0.12% | 97 |
|
|
2023
Q1 | $709K | Buy |
18,682
+1,339
| +8% | +$50.8K | 0.14% | 86 |
|
|
2022
Q4 | $606K | Buy |
17,343
+1,441
| +9% | +$50.3K | 0.13% | 93 |
|
|
2022
Q3 | $454K | Buy |
15,902
+665
| +4% | +$19K | 0.11% | 103 |
|
|
2022
Q2 | $432K | Buy |
15,237
+663
| +5% | +$18.8K | 0.11% | 103 |
|
|
2022
Q1 | $428K | Buy |
14,574
+68
| +0.5% | +$2K | 0.1% | 118 |
|
|
2021
Q4 | $386K | Buy |
14,506
+263
| +2% | +$7K | 0.09% | 117 |
|
|
2021
Q3 | $389K | Buy |
14,243
+735
| +5% | +$20.1K | 0.1% | 101 |
|
|
2021
Q2 | $357K | Buy |
13,508
+414
| +3% | +$10.9K | 0.09% | 102 |
|
|
2021
Q1 | $319K | Buy |
13,094
+287
| +2% | +$6.99K | 0.09% | 99 |
|
|
2020
Q4 | $263K | Sell |
12,807
-36
| -0.3% | -$739 | 0.07% | 111 |
|
|
2020
Q3 | $224K | Sell |
12,843
-3,468
| -21% | -$60.5K | 0.07% | 114 |
|
|
2020
Q2 | $380K | Buy |
16,311
+2,047
| +14% | +$47.7K | 0.14% | 37 |
|
|
2020
Q1 | $339K | Sell |
14,264
-37
| -0.3% | -$879 | 0.13% | 49 |
|
|
2019
Q4 | $540K | Buy |
14,301
+580
| +4% | +$21.9K | 0.17% | 57 |
|
|
2019
Q3 | $521K | Sell |
13,721
-92
| -0.7% | -$3.49K | 0.17% | 56 |
|
|
2019
Q2 | $566K | Sell |
13,813
-97
| -0.7% | -$3.98K | 0.2% | 51 |
|
|
2019
Q1 | $598K | Buy |
13,910
+162
| +1% | +$6.96K | 0.2% | 47 |
|
|
2018
Q4 | $505K | Buy |
13,748
+343
| +3% | +$12.6K | 0.2% | 50 |
|
|
2018
Q3 | $590K | Sell |
13,405
-329
| -2% | -$14.5K | 0.21% | 44 |
|
|
2018
Q2 | $586K | Buy |
13,734
+440
| +3% | +$18.8K | 0.22% | 40 |
|
|
2018
Q1 | $528K | Sell |
13,294
-131
| -1% | -$5.2K | 0.21% | 46 |
|
|
2017
Q4 | $516K | Buy |
+13,425
| New | +$516K | 0.21% | 43 |
|