NewEdge Advisors’s BP BP Stock Holding History

NewEdge Advisors’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.26M	Sell	142,289 -11,239	-7%	-$336K	0.02%	631
2025 Q1	$5.19M	Buy	153,528 +50,826	+49%	+$1.72M	0.03%	496
2024 Q4	$3.04M	Sell	102,702 -55,767	-35%	-$1.65M	0.02%	661
2024 Q3	$4.97M	Sell	158,469 -24,947	-14%	-$783K	0.03%	472
2024 Q2	$6.62M	Buy	183,416 +115,820	+171%	+$4.18M	0.05%	360
2024 Q1	$2.55M	Sell	67,596 -161	-0.2%	-$6.07K	0.02%	605
2023 Q4	$2.37M	Sell	67,757 -7,851	-10%	-$275K	0.02%	607
2023 Q3	$2.93M	Buy	75,608 +11,658	+18%	+$451K	0.03%	461
2023 Q2	$2.26M	Buy	63,950 +5,823	+10%	+$205K	0.03%	548
2023 Q1	$2.16M	Sell	58,127 -6,228	-10%	-$232K	0.03%	513
2022 Q4	$1.2M	Buy	64,355 +10,194	+19%	+$190K	0.03%	459
2022 Q3	$1.55M	Buy	54,161 +54	+0.1%	+$1.54K	0.03%	496
2022 Q2	$1.53M	Buy	54,107 +2,048	+4%	+$58.1K	0.03%	510
2022 Q1	$1.53M	Sell	52,059 -3,069	-6%	-$90.3K	0.02%	495
2021 Q4	$1.47M	Buy	55,128 +19,831	+56%	+$528K	0.02%	558
2021 Q3	$965K	Buy	35,297 +2,591	+8%	+$70.8K	0.02%	534
2021 Q2	$864K	Buy	32,706 +825	+3%	+$21.8K	0.02%	544
2021 Q1	$776K	Sell	31,881 -948	-3%	-$23.1K	0.02%	530
2020 Q4	$674K	Sell	32,829 -11,649	-26%	-$239K	0.02%	525
2020 Q3	$776K	Buy	44,478 +9,769	+28%	+$170K	0.03%	450
2020 Q2	$809K	Sell	34,709 -12,741	-27%	-$297K	0.03%	409
2020 Q1	$1.16M	Buy	47,450 +9,074	+24%	+$221K	0.06%	281
2019 Q4	$1.45M	Buy	38,376 +1,880	+5%	+$70.9K	0.06%	293
2019 Q3	$1.38M	Buy	36,496 +10,185	+39%	+$386K	0.06%	286
2019 Q2	$1.08M	Buy	26,311 +654	+3%	+$26.8K	0.07%	267
2019 Q1	$1.1M	Buy	25,657 +2,356	+10%	+$101K	0.07%	264
2018 Q4	$856	Buy	23,301 +8,425	+57%	+$310	0.06%	274
2018 Q3	$655K	Sell	14,876 -53	-0.4%	-$2.33K	0.05%	302
2018 Q2	$635	Buy	14,929 +1,860	+14%	+$79	0.06%	271
2018 Q1	$485K	Buy	13,069 +7,752	+146%	+$288K	0.06%	276
2017 Q4	$210K	Buy	+5,317	New	+$210K	0.03%	381
2017 Q3	–	Sell	-2,979	Closed	-$90.7K	–	451
2017 Q2	$90.7K	Buy	+2,979	New	+$90.7K	0.02%	431