Mark Sheptoff Financial Planning’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5K | Hold |
100
| – | – | ﹤0.01% | 428 |
|
|
2025
Q1 | $3.5K | Hold |
100
| – | – | ﹤0.01% | 394 |
|
|
2024
Q4 | $3.5K | Hold |
100
| – | – | ﹤0.01% | 385 |
|
|
2024
Q3 | $3.5K | Sell |
100
-23,303
| -100% | -$816K | ﹤0.01% | 382 |
|
|
2024
Q2 | $845K | Sell |
23,403
-3,197
| -12% | -$115K | 0.47% | 42 |
|
|
2024
Q1 | $1M | Buy |
+26,600
| New | +$1M | 0.56% | 38 |
|
|
2019
Q4 | – | Sell |
-500
| Closed | -$19K | – | 362 |
|
|
2019
Q3 | $19K | Sell |
500
-8
| -2% | -$304 | 0.01% | 215 |
|
|
2019
Q2 | $21K | Hold |
508
| – | – | 0.01% | 210 |
|
|
2019
Q1 | $22K | Sell |
508
-1,813
| -78% | -$78.5K | 0.02% | 202 |
|
|
2018
Q4 | $85K | Sell |
2,321
-7,057
| -75% | -$258K | 0.07% | 107 |
|
|
2018
Q3 | $413K | Buy |
+9,378
| New | +$413K | 0.28% | 72 |
|
|
2017
Q3 | – | Sell |
-113
| Closed | -$3K | – | 368 |
|
|
2017
Q2 | $3K | Sell |
113
-3
| -3% | -$80 | ﹤0.01% | 322 |
|
|
2017
Q1 | $3K | Buy |
+116
| New | +$3K | ﹤0.01% | 322 |
|
|
2016
Q3 | – | Sell |
-119
| Closed | -$4K | – | 351 |
|
|
2016
Q2 | $4K | Hold |
119
| – | – | ﹤0.01% | 291 |
|
|
2016
Q1 | $3K | Hold |
119
| – | – | ﹤0.01% | 299 |
|
|
2015
Q4 | $3K | Hold |
119
| – | – | ﹤0.01% | 317 |
|
|
2015
Q3 | $3K | Sell |
119
-238
| -67% | -$6K | ﹤0.01% | 311 |
|
|
2015
Q2 | $12K | Sell |
357
-5
| -1% | -$168 | 0.01% | 258 |
|
|
2015
Q1 | $12K | Hold |
362
| – | – | 0.01% | 253 |
|
|
2014
Q4 | $11K | Sell |
362
-1,154
| -76% | -$35.1K | 0.01% | 259 |
|
|
2014
Q3 | $54K | Hold |
1,516
| – | – | 0.05% | 165 |
|
|
2014
Q2 | $65K | Hold |
1,516
| – | – | 0.06% | 163 |
|
|
2014
Q1 | $60K | Buy |
+1,516
| New | +$60K | 0.05% | 170 |
|