Monarch Capital Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Sell |
20,296
-500
| -2% | -$15K | 0.16% | 87 |
|
|
2025
Q1 | $703K | Sell |
20,796
-350
| -2% | -$11.8K | 0.2% | 81 |
|
|
2024
Q4 | $625K | Hold |
21,146
| – | – | 0.17% | 84 |
|
|
2024
Q3 | $664K | Sell |
21,146
-941
| -4% | -$29.5K | 0.18% | 80 |
|
|
2024
Q2 | $797K | Sell |
22,087
-1,080
| -5% | -$39K | 0.23% | 71 |
|
|
2024
Q1 | $873K | Sell |
23,167
-1
| -0% | -$38 | 0.25% | 71 |
|
|
2023
Q4 | $820K | Sell |
23,168
-1,600
| -6% | -$56.6K | 0.25% | 69 |
|
|
2023
Q3 | $959K | Hold |
24,768
| – | – | 0.31% | 65 |
|
|
2023
Q2 | $874K | Hold |
24,768
| – | – | 0.27% | 67 |
|
|
2023
Q1 | $940K | Hold |
24,768
| – | – | 0.29% | 66 |
|
|
2022
Q4 | $865K | Sell |
24,768
-3,885
| -14% | -$136K | 0.27% | 67 |
|
|
2022
Q3 | $818K | Sell |
28,653
-718
| -2% | -$20.5K | 0.27% | 67 |
|
|
2022
Q2 | $833K | Sell |
29,371
-500
| -2% | -$14.2K | 0.25% | 70 |
|
|
2022
Q1 | $878K | Sell |
29,871
-200
| -0.7% | -$5.88K | 0.23% | 71 |
|
|
2021
Q4 | $801K | Sell |
30,071
-590
| -2% | -$15.7K | 0.21% | 73 |
|
|
2021
Q3 | $838K | Sell |
30,661
-300
| -1% | -$8.2K | 0.23% | 69 |
|
|
2021
Q2 | $818K | Sell |
30,961
-1,200
| -4% | -$31.7K | 0.23% | 69 |
|
|
2021
Q1 | $783K | Hold |
32,161
| – | – | 0.23% | 69 |
|
|
2020
Q4 | $660K | Sell |
32,161
-2,961
| -8% | -$60.8K | 0.21% | 74 |
|
|
2020
Q3 | $613K | Sell |
35,122
-175
| -0.5% | -$3.05K | 0.21% | 74 |
|
|
2020
Q2 | $823K | Sell |
35,297
-4,437
| -11% | -$103K | 0.3% | 63 |
|
|
2020
Q1 | $969K | Sell |
39,734
-3,475
| -8% | -$84.7K | 0.4% | 58 |
|
|
2019
Q4 | $1.63M | Buy |
43,209
+400
| +0.9% | +$15.1K | 0.53% | 53 |
|
|
2019
Q3 | $1.63M | Sell |
42,809
-688
| -2% | -$26.1K | 0.57% | 49 |
|
|
2019
Q2 | $1.78M | Sell |
43,497
-755
| -2% | -$31K | 0.64% | 45 |
|
|
2019
Q1 | $1.9M | Buy |
44,252
+421
| +1% | +$18.1K | 0.69% | 45 |
|
|
2018
Q4 | $1.61M | Buy |
43,831
+1,244
| +3% | +$45.7K | 0.65% | 45 |
|
|
2018
Q3 | $1.87M | Sell |
42,587
-383
| -0.9% | -$16.9K | 0.68% | 45 |
|
|
2018
Q2 | $1.85M | Sell |
42,970
-772
| -2% | -$33.2K | 0.71% | 46 |
|
|
2018
Q1 | $1.65M | Sell |
43,742
-540
| -1% | -$20.3K | 0.63% | 49 |
|
|
2017
Q4 | $1.7M | Sell |
44,282
-3,466
| -7% | -$133K | 0.63% | 47 |
|
|
2017
Q3 | $1.66M | Sell |
47,748
-2,207
| -4% | -$76.5K | 0.62% | 49 |
|
|
2017
Q2 | $1.54M | Sell |
49,955
-1,406
| -3% | -$43.2K | 0.58% | 51 |
|
|
2017
Q1 | $1.55M | Sell |
51,361
-1,051
| -2% | -$31.6K | 0.57% | 50 |
|
|
2016
Q4 | $1.68M | Sell |
52,412
-2,141
| -4% | -$68.5K | 0.63% | 50 |
|
|
2016
Q3 | $1.61M | Sell |
54,553
-1,842
| -3% | -$54.5K | 0.61% | 49 |
|
|
2016
Q2 | $1.69M | Sell |
56,395
-51,907
| -48% | -$1.55M | 0.63% | 48 |
|
|
2016
Q1 | $2.75M | Buy |
108,302
+11,544
| +12% | +$293K | 0.99% | 40 |
|
|
2015
Q4 | $2.55M | Sell |
96,758
-3,273
| -3% | -$86.1K | 0.98% | 40 |
|
|
2015
Q3 | $2.57M | Buy |
100,031
+6,834
| +7% | +$176K | 1.05% | 37 |
|
|
2015
Q2 | $3.13M | Sell |
93,197
-1,215
| -1% | -$40.9K | 1.2% | 35 |
|
|
2015
Q1 | $3.06M | Buy |
94,412
+3,375
| +4% | +$110K | 1.16% | 35 |
|
|
2014
Q4 | $2.88M | Buy |
91,037
+1,625
| +2% | +$51.4K | 1.09% | 36 |
|
|
2014
Q3 | $3.21M | Buy |
89,412
+626
| +0.7% | +$22.5K | 1.28% | 32 |
|
|
2014
Q2 | $3.83M | Buy |
88,786
+9,841
| +12% | +$425K | 1.48% | 30 |
|
|
2014
Q1 | $3.11M | Buy |
78,945
+1,049
| +1% | +$41.3K | 1.23% | 33 |
|
|
2013
Q4 | $3.1M | Buy |
77,896
+611
| +0.8% | +$24.3K | 1.21% | 34 |
|
|
2013
Q3 | $2.66M | Hold |
77,285
| – | – | 1.11% | 36 |
|
|
2013
Q2 | $2.64M | Buy |
+77,285
| New | +$2.64M | 1.14% | 34 |
|