Lowe Wealth 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 | $15K | Hold |
500
| – | – | 0.01% | 225 |
|
|
2025
Q1 | $16.9K | Hold |
500
| – | – | 0.01% | 213 |
|
|
2024
Q4 | $14.8K | Hold |
500
| – | – | 0.01% | 204 |
|
|
2024
Q3 | $15.7K | Hold |
500
| – | – | 0.01% | 188 |
|
|
2024
Q2 | $18.1K | Hold |
500
| – | – | 0.01% | 176 |
|
|
2024
Q1 | $18.8K | Hold |
500
| – | – | 0.01% | 169 |
|
|
2023
Q4 | $17.7K | Hold |
500
| – | – | 0.01% | 167 |
|
|
2023
Q3 | $19.4K | Sell |
500
-476
| -49% | -$18.4K | 0.01% | 157 |
|
|
2023
Q2 | $34.4K | Hold |
976
| – | – | 0.02% | 130 |
|
|
2023
Q1 | $37K | Hold |
976
| – | – | 0.02% | 119 |
|
|
2022
Q4 | $34.1K | Sell |
976
-640
| -40% | -$22.4K | 0.02% | 123 |
|
|
2022
Q3 | $46K | Hold |
1,616
| – | – | 0.03% | 100 |
|
|
2022
Q2 | $46K | Sell |
1,616
-200
| -11% | -$5.69K | 0.03% | 98 |
|
|
2022
Q1 | $53K | Sell |
1,816
-2
| -0.1% | -$58 | 0.02% | 96 |
|
|
2021
Q4 | $48K | Sell |
1,818
-275
| -13% | -$7.26K | 0.02% | 100 |
|
|
2021
Q3 | $57K | Hold |
2,093
| – | – | 0.03% | 86 |
|
|
2021
Q2 | $55K | Hold |
2,093
| – | – | 0.03% | 88 |
|
|
2021
Q1 | $51K | Sell |
2,093
-400
| -16% | -$9.75K | 0.03% | 86 |
|
|
2020
Q4 | $51K | Buy |
2,493
+1
| +0% | +$20 | 0.03% | 84 |
|
|
2020
Q3 | $44K | Buy |
2,492
+70
| +3% | +$1.24K | 0.02% | 79 |
|
|
2020
Q2 | $56K | Sell |
2,422
-200
| -8% | -$4.62K | 0.03% | 66 |
|
|
2020
Q1 | $64K | Buy |
2,622
+1,000
| +62% | +$24.4K | 0.05% | 49 |
|
|
2019
Q4 | $61K | Hold |
1,622
| – | – | 0.03% | 55 |
|
|
2019
Q3 | $62K | Sell |
1,622
-27
| -2% | -$1.03K | 0.04% | 51 |
|
|
2019
Q2 | $68K | Hold |
1,649
| – | – | 0.04% | 48 |
|
|
2019
Q1 | $70K | Sell |
1,649
-25
| -1% | -$1.06K | 0.04% | 50 |
|
|
2018
Q4 | $62K | Sell |
1,674
-114
| -6% | -$4.22K | 0.04% | 50 |
|
|
2018
Q3 | $79K | Sell |
1,788
-25
| -1% | -$1.11K | 0.05% | 47 |
|
|
2018
Q2 | $78K | Sell |
1,813
-21
| -1% | -$903 | 0.05% | 46 |
|
|
2018
Q1 | $69K | Sell |
1,834
-26
| -1% | -$978 | 0.04% | 48 |
|
|
2017
Q4 | $72K | Sell |
1,860
-27
| -1% | -$1.05K | 0.04% | 51 |
|
|
2017
Q3 | $65K | Sell |
1,887
-82
| -4% | -$2.83K | 0.04% | 54 |
|
|
2017
Q2 | $60K | Sell |
1,969
-33
| -2% | -$1.01K | 0.04% | 54 |
|
|
2017
Q1 | $60K | Sell |
2,002
-36
| -2% | -$1.08K | 0.04% | 53 |
|
|
2016
Q4 | $65K | Sell |
2,038
-37
| -2% | -$1.18K | 0.04% | 50 |
|
|
2016
Q3 | $61K | Hold |
2,075
| – | – | 0.04% | 54 |
|
|
2016
Q2 | $62K | Buy |
2,075
+2
| +0.1% | +$60 | 0.04% | 53 |
|
|
2016
Q1 | $53K | Hold |
2,073
| – | – | 0.04% | 52 |
|
|
2015
Q4 | $55K | Buy |
2,073
+3
| +0.1% | +$80 | 0.04% | 52 |
|
|
2015
Q3 | $53K | Hold |
2,070
| – | – | 0.04% | 52 |
|
|
2015
Q2 | $70K | Sell |
2,070
-27
| -1% | -$913 | 0.05% | 58 |
|
|
2015
Q1 | $68K | Buy |
2,097
+1,205
| +135% | +$39.1K | 0.05% | 58 |
|
|
2014
Q4 | $28K | Buy |
+892
| New | +$28K | 0.02% | 88 |
|