Moneta Group Investment 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 | $215K | Buy |
7,186
+1,187
| +20% | +$35.5K | ﹤0.01% | 654 |
|
|
2025
Q1 | $203K | Buy |
+5,999
| New | +$203K | ﹤0.01% | 635 |
|
|
2024
Q3 | – | Sell |
-8,042
| Closed | -$290K | – | 651 |
|
|
2024
Q2 | $290K | Buy |
8,042
+35
| +0.4% | +$1.26K | ﹤0.01% | 493 |
|
|
2024
Q1 | $302K | Buy |
8,007
+1,632
| +26% | +$61.5K | ﹤0.01% | 488 |
|
|
2023
Q4 | $226K | Buy |
6,375
+580
| +10% | +$20.5K | ﹤0.01% | 506 |
|
|
2023
Q3 | $224K | Sell |
5,795
-1,070
| -16% | -$41.4K | 0.01% | 468 |
|
|
2023
Q2 | $242K | Sell |
6,865
-438
| -6% | -$15.5K | 0.01% | 466 |
|
|
2023
Q1 | $277K | Buy |
7,303
+1,268
| +21% | +$48.1K | 0.01% | 432 |
|
|
2022
Q4 | $219K | Sell |
6,035
-2,932
| -33% | -$106K | 0.01% | 423 |
|
|
2022
Q3 | $256K | Sell |
8,967
-1,650
| -16% | -$47.1K | 0.01% | 382 |
|
|
2022
Q2 | $301K | Sell |
10,617
-369
| -3% | -$10.5K | 0.01% | 385 |
|
|
2022
Q1 | $323K | Buy |
10,986
+772
| +8% | +$22.7K | 0.01% | 350 |
|
|
2021
Q4 | $272K | Buy |
10,214
+42
| +0.4% | +$1.12K | 0.01% | 394 |
|
|
2021
Q3 | $278K | Sell |
10,172
-2,356
| -19% | -$64.4K | 0.01% | 375 |
|
|
2021
Q2 | $331K | Buy |
12,528
+1,481
| +13% | +$39.1K | 0.02% | 342 |
|
|
2021
Q1 | $269K | Buy |
+11,047
| New | +$269K | 0.01% | 357 |
|
|
2020
Q1 | – | Sell |
-2,862
| Closed | -$108K | – | 239 |
|
|
2019
Q4 | $108K | Sell |
2,862
-639
| -18% | -$24.1K | 0.01% | 255 |
|
|
2019
Q3 | $133K | Buy |
+3,501
| New | +$133K | 0.01% | 250 |
|
|
2019
Q2 | – | Sell |
-5,070
| Closed | -$218K | – | 250 |
|
|
2019
Q1 | $218K | Buy |
+5,070
| New | +$218K | 0.02% | 200 |
|
|
2018
Q2 | – | Sell |
-2,044
| Closed | -$77K | – | 416 |
|
|
2018
Q1 | $77K | Buy |
2,044
+1,107
| +118% | +$41.7K | 0.01% | 274 |
|
|
2017
Q4 | $36K | Buy |
+937
| New | +$36K | 0.01% | 283 |
|
|
2015
Q4 | – | Sell |
-3,129
| Closed | -$80K | – | 172 |
|
|
2015
Q3 | $80K | Buy |
+3,129
| New | +$80K | 0.02% | 192 |
|