Oak Family Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-46,610
| Closed | -$1.65M | – | 119 |
|
2023
Q4 | $1.65M | Sell |
46,610
-34,924
| -43% | -$1.24M | 0.69% | 43 |
|
2023
Q3 | $3.16M | Buy |
81,534
+25,325
| +45% | +$981K | 1.49% | 28 |
|
2023
Q2 | $1.98M | Buy |
56,209
+19,222
| +52% | +$678K | 0.94% | 34 |
|
2023
Q1 | $1.4M | Buy |
+36,987
| New | +$1.4M | 0.69% | 43 |
|