Orion Portfolio Solutions’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.55M | Buy |
45,805
+10,903
| +31% | +$368K | 0.02% | 847 |
|
|
2024
Q4 | $1.03M | Sell |
34,902
-46,509
| -57% | -$1.37M | 0.01% | 1036 |
|
|
2024
Q3 | $2.56M | Sell |
81,411
-28,154
| -26% | -$884K | 0.03% | 569 |
|
|
2024
Q2 | $3.96M | Sell |
109,565
-9,175
| -8% | -$331K | 0.04% | 380 |
|
|
2024
Q1 | $4.47M | Buy |
118,740
+9,200
| +8% | +$347K | 0.05% | 346 |
|
|
2023
Q4 | $3.88M | Sell |
109,540
-3,144
| -3% | -$111K | 0.05% | 371 |
|
|
2023
Q3 | $4.36M | Sell |
112,684
-26,463
| -19% | -$1.02M | 0.05% | 331 |
|
|
2023
Q2 | $4.91M | Sell |
139,147
-2,445
| -2% | -$86.3K | 0.05% | 333 |
|
|
2023
Q1 | $5.37M | Buy |
+141,592
| New | +$5.37M | 0.07% | 262 |
|
|
2020
Q3 | – | Sell |
-3,405
| Closed | -$79K | – | 635 |
|
|
2020
Q2 | $79K | Buy |
3,405
+728
| +27% | +$16.9K | ﹤0.01% | 592 |
|
|
2020
Q1 | $65K | Sell |
2,677
-153
| -5% | -$3.72K | ﹤0.01% | 530 |
|
|
2019
Q4 | $107K | Buy |
+2,830
| New | +$107K | 0.01% | 406 |
|