Optimum Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Hold |
6,583
| – | – | 0.09% | 176 |
|
|
2025
Q1 | $222K | Hold |
6,583
| – | – | 0.1% | 164 |
|
|
2024
Q4 | $195K | Hold |
6,583
| – | – | 0.09% | 176 |
|
|
2024
Q3 | $207K | Sell |
6,583
-800
| -11% | -$25.1K | 0.09% | 184 |
|
|
2024
Q2 | $267K | Buy |
7,383
+4
| +0.1% | +$144 | 0.12% | 158 |
|
|
2024
Q1 | $278K | Hold |
7,379
| – | – | 0.13% | 158 |
|
|
2023
Q4 | $261K | Sell |
7,379
-1,054
| -12% | -$37.3K | 0.13% | 159 |
|
|
2023
Q3 | $327K | Buy |
8,433
+3
| +0% | +$116 | 0.17% | 132 |
|
|
2023
Q2 | $297K | Buy |
8,430
+1,065
| +14% | +$37.6K | 0.15% | 143 |
|
|
2023
Q1 | $279K | Sell |
7,365
-1,000
| -12% | -$37.9K | 0.15% | 145 |
|
|
2022
Q4 | $292K | Sell |
8,365
-297
| -3% | -$10.4K | 0.16% | 146 |
|
|
2022
Q3 | $247K | Buy |
8,662
+4
| +0% | +$114 | 0.13% | 166 |
|
|
2022
Q2 | $245K | Hold |
8,658
| – | – | 0.12% | 167 |
|
|
2022
Q1 | $255K | Buy |
8,658
+600
| +7% | +$17.7K | 0.11% | 177 |
|
|
2021
Q4 | $215K | Sell |
8,058
-1,000
| -11% | -$26.7K | 0.08% | 208 |
|
|
2021
Q3 | $248K | Sell |
9,058
-400
| -4% | -$11K | 0.1% | 184 |
|
|
2021
Q2 | $250K | Hold |
9,458
| – | – | 0.08% | 225 |
|
|
2021
Q1 | $230K | Hold |
9,458
| – | – | 0.07% | 239 |
|
|
2020
Q4 | $194K | Sell |
9,458
-2,400
| -20% | -$49.2K | 0.06% | 249 |
|
|
2020
Q3 | $207K | Sell |
11,858
-7,345
| -38% | -$128K | 0.07% | 231 |
|
|
2020
Q2 | $448K | Sell |
19,203
-4,280
| -18% | -$99.9K | 0.16% | 143 |
|
|
2020
Q1 | $573K | Sell |
23,483
-1,512
| -6% | -$36.9K | 0.23% | 101 |
|
|
2019
Q4 | $943K | Buy |
24,995
+2,362
| +10% | +$89.1K | 0.28% | 92 |
|
|
2019
Q3 | $860K | Buy |
22,633
+5,259
| +30% | +$200K | 0.27% | 97 |
|
|
2019
Q2 | $712K | Hold |
17,374
| – | – | 0.23% | 109 |
|
|
2019
Q1 | $747K | Sell |
17,374
-255
| -1% | -$11K | 0.25% | 105 |
|
|
2018
Q4 | $648K | Buy |
17,629
+6,070
| +53% | +$223K | 0.22% | 116 |
|
|
2018
Q3 | $509K | Sell |
11,559
-565
| -5% | -$24.9K | 0.14% | 165 |
|
|
2018
Q2 | $521K | Buy |
12,124
+246
| +2% | +$10.6K | 0.15% | 158 |
|
|
2018
Q1 | $447K | Sell |
11,878
-289
| -2% | -$10.9K | 0.13% | 172 |
|
|
2017
Q4 | $468K | Sell |
12,167
-737
| -6% | -$28.3K | 0.15% | 170 |
|
|
2017
Q3 | $447K | Buy |
12,904
+3
| +0% | +$104 | 0.15% | 182 |
|
|
2017
Q2 | $396K | Buy |
12,901
+932
| +8% | +$28.6K | 0.14% | 190 |
|
|
2017
Q1 | $360K | Buy |
11,969
+1,420
| +13% | +$42.7K | 0.13% | 201 |
|
|
2016
Q4 | $338K | Sell |
10,549
-14,020
| -57% | -$449K | 0.13% | 199 |
|
|
2016
Q3 | $727K | Buy |
24,569
+571
| +2% | +$16.9K | 0.27% | 106 |
|
|
2016
Q2 | $717K | Buy |
23,998
+475
| +2% | +$14.2K | 0.28% | 108 |
|
|
2016
Q1 | $597K | Buy |
23,523
+11,648
| +98% | +$296K | 0.23% | 128 |
|
|
2015
Q4 | $312K | Sell |
11,875
-708
| -6% | -$18.6K | 0.12% | 206 |
|
|
2015
Q3 | $324K | Buy |
+12,583
| New | +$324K | 0.13% | 193 |
|
|
2015
Q1 | $349K | Hold |
10,771
| – | – | 0.11% | 197 |
|
|
2014
Q4 | $340K | Buy |
10,771
+151
| +1% | +$4.77K | 0.11% | 191 |
|
|
2014
Q3 | $377K | Sell |
10,620
-489
| -4% | -$17.4K | 0.13% | 170 |
|
|
2014
Q2 | $479K | Buy |
11,109
+5,553
| +100% | +$239K | 0.16% | 153 |
|
|
2014
Q1 | $219K | Hold |
5,556
| – | – | 0.08% | 212 |
|
|
2013
Q4 | $221K | Hold |
5,556
| – | – | 0.08% | 202 |
|
|
2013
Q3 | $191K | Buy |
+5,556
| New | +$191K | 0.08% | 203 |
|