Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $227K | Hold |
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|
2025
Q2 | $197K | Hold |
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|
2025
Q1 | $222K | Hold |
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|
2024
Q4 | $195K | Hold |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $267K | Buy |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $215K | Sell |
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|
2021
Q3 | $248K | Sell |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $230K | Hold |
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|
2020
Q4 | $194K | Sell |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $448K | Sell |
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|
2020
Q1 | $573K | Sell |
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|
2019
Q4 | $943K | Buy |
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|
2019
Q3 | $860K | Buy |
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|
2019
Q2 | $712K | Hold |
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|
2019
Q1 | $747K | Sell |
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|
2018
Q4 | $648K | Buy |
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|
2018
Q3 | $509K | Sell |
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|
2018
Q2 | $521K | Buy |
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|
2018
Q1 | $447K | Sell |
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|
2017
Q4 | $468K | Sell |
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|
2017
Q3 | $447K | Buy |
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|
2017
Q2 | $396K | Buy |
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|
2017
Q1 | $360K | Buy |
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|
2016
Q4 | $338K | Sell |
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|
2016
Q3 | $727K | Buy |
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|
2016
Q2 | $717K | Buy |
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|
2016
Q1 | $597K | Buy |
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|
2015
Q4 | $312K | Sell |
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|
2015
Q3 | $324K | Buy |
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|
2015
Q1 | $349K | Hold |
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|
2014
Q4 | $340K | Buy |
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|
2014
Q3 | $377K | Sell |
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|
2014
Q2 | $479K | Buy |
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|
2014
Q1 | $219K | Hold |
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|
2013
Q4 | $221K | Hold |
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|
2013
Q3 | $191K | Buy |
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