OneDigital Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $422K | Buy |
8,988
+332
| +4% | +$13K | ﹤0.01% | 1013 |
|
|
2025
Q4 | $301K | Buy |
8,656
+1,491
| +21% | +$52.3K | ﹤0.01% | 1210 |
|
|
2025
Q3 | $247K | Sell |
7,165
-24
| -0.3% | -$804 | ﹤0.01% | 1305 |
|
|
2025
Q2 | $215K | Sell |
7,189
-307
| -4% | -$9K | ﹤0.01% | 1359 |
|
|
2025
Q1 | $253K | Sell |
7,496
-163
| -2% | -$5.32K | ﹤0.01% | 1203 |
|
|
2024
Q4 | $226K | Sell |
7,659
-14,084
| -65% | -$423K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $683K | Sell |
21,743
-4,009
| -16% | -$136K | 0.01% | 805 |
|
|
2024
Q2 | $930K | Buy |
25,752
+13,736
| +114% | +$515K | 0.01% | 652 |
|
|
2024
Q1 | $453K | Buy |
12,016
+459
| +4% | +$16.5K | 0.01% | 766 |
|
|
2023
Q4 | $409K | Sell |
11,557
-218
| -2% | -$7.98K | 0.01% | 794 |
|
|
2023
Q3 | $456K | Sell |
11,775
-766
| -6% | -$28.4K | 0.01% | 680 |
|
|
2023
Q2 | $443K | Sell |
12,541
-874
| -7% | -$32.3K | 0.01% | 682 |
|
|
2023
Q1 | $509K | Buy |
13,415
+3,746
| +39% | +$140K | 0.01% | 612 |
|
|
2022
Q4 | $338K | Buy |
9,669
+271
| +3% | +$9.02K | 0.01% | 629 |
|
|
2022
Q3 | $268K | Sell |
9,398
-316
| -3% | -$9.4K | 0.01% | 625 |
|
|
2022
Q2 | $275K | Sell |
9,714
-3,114
| -24% | -$95.4K | 0.01% | 581 |
|
|
2022
Q1 | $377K | Buy |
12,828
+4,244
| +49% | +$129K | 0.01% | 525 |
|
|
2021
Q4 | $229K | Sell |
8,584
-930
| -10% | -$25.8K | 0.01% | 685 |
|
|
2021
Q3 | $260K | Buy |
9,514
+734
| +8% | +$18.4K | 0.01% | 609 |
|
|
2021
Q2 | $232K | Sell |
8,780
-68
| -0.8% | -$1.78K | 0.01% | 630 |
|
|
2021
Q1 | $215K | Buy |
+8,848
| New | +$213K | 0.01% | 598 |
|
|
2020
Q3 | – | Sell |
-10,895
| Closed | -$254K | – | 663 |
|
|
2020
Q2 | $254K | Sell |
10,895
-867
| -7% | -$20.8K | 0.02% | 484 |
|
|
2020
Q1 | $287K | Buy |
11,762
+1,237
| +12% | +$40K | 0.03% | 388 |
|
|
2019
Q4 | $397K | Sell |
10,525
-372
| -3% | -$14.1K | 0.03% | 353 |
|
|
2019
Q3 | $414K | Sell |
10,897
-3,976
| -27% | -$152K | 0.04% | 312 |
|
|
2019
Q2 | $610K | Buy |
14,873
+7,810
| +111% | +$328K | 0.05% | 220 |
|
|
2019
Q1 | $304K | Sell |
7,063
-359
| -5% | -$14.7K | 0.04% | 225 |
|
|
2018
Q4 | $273K | Sell |
7,422
-1,172
| -14% | -$46.8K | 0.05% | 219 |
|
|
2018
Q3 | $379K | Sell |
8,594
-1,231
| -13% | -$51.5K | 0.09% | 120 |
|
|
2018
Q2 | $422K | Sell |
9,825
-692
| -7% | -$29.1K | 0.09% | 136 |
|
|
2018
Q1 | $396K | Buy |
10,517
+629
| +6% | +$23.7K | 0.09% | 154 |
|
|
2017
Q4 | $380K | Buy |
9,888
+1,984
| +25% | +$71.9K | 0.04% | 159 |
|
|
2017
Q3 | $274K | Buy |
7,904
+13
| +0.2% | +$413 | 0.1% | 123 |
|
|
2017
Q2 | $242K | Buy |
+7,891
| New | +$246K | 0.07% | 176 |
|
Other funds holding BP
