OneAscent Financial Services’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
9,888
-9,076
| -48% | -$274K | 0.02% | 410 |
|
|
2025
Q1 | $642K | Buy |
18,964
+10,068
| +113% | +$341K | 0.04% | 286 |
|
|
2024
Q4 | $263K | Buy |
+8,896
| New | +$263K | 0.02% | 385 |
|
|
2024
Q3 | – | Sell |
-7,566
| Closed | -$273K | – | 196 |
|
|
2024
Q2 | $273K | Sell |
7,566
-262
| -3% | -$9.45K | 0.04% | 200 |
|
|
2024
Q1 | $297K | Buy |
7,828
+1,235
| +19% | +$46.9K | 0.03% | 291 |
|
|
2023
Q4 | $233K | Buy |
+6,593
| New | +$233K | 0.03% | 314 |
|