Oxford Financial Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
8,272
-208
| -2% | -$6.23K | 0.01% | 190 |
|
|
2025
Q1 | $287K | Buy |
8,480
+208
| +3% | +$7.03K | 0.02% | 180 |
|
|
2024
Q4 | $245K | Hold |
8,272
| – | – | 0.02% | 224 |
|
|
2024
Q3 | $260K | Sell |
8,272
-88
| -1% | -$2.76K | 0.02% | 213 |
|
|
2024
Q2 | $302K | Buy |
8,360
+11
| +0.1% | +$397 | 0.02% | 214 |
|
|
2024
Q1 | $315K | Hold |
8,349
| – | – | 0.02% | 174 |
|
|
2023
Q4 | $296K | Hold |
8,349
| – | – | 0.02% | 184 |
|
|
2023
Q3 | $323K | Buy |
8,349
+422
| +5% | +$16.3K | 0.03% | 163 |
|
|
2023
Q2 | $280K | Hold |
7,927
| – | – | 0.03% | 187 |
|
|
2023
Q1 | $301K | Sell |
7,927
-2,540
| -24% | -$96.4K | 0.03% | 149 |
|
|
2022
Q4 | $366K | Hold |
10,467
| – | – | 0.04% | 134 |
|
|
2022
Q3 | $299K | Sell |
10,467
-4,667
| -31% | -$133K | 0.05% | 138 |
|
|
2022
Q2 | $429K | Buy |
15,134
+4,528
| +43% | +$128K | 0.06% | 118 |
|
|
2022
Q1 | $312K | Hold |
10,606
| – | – | 0.04% | 155 |
|
|
2021
Q4 | $282K | Buy |
10,606
+108
| +1% | +$2.87K | 0.03% | 168 |
|
|
2021
Q3 | $287K | Buy |
10,498
+31
| +0.3% | +$847 | 0.04% | 156 |
|
|
2021
Q2 | $277K | Buy |
10,467
+239
| +2% | +$6.33K | 0.04% | 156 |
|
|
2021
Q1 | $249K | Buy |
10,228
+25
| +0.2% | +$609 | 0.03% | 157 |
|
|
2020
Q4 | $209K | Hold |
10,203
| – | – | 0.03% | 165 |
|
|
2020
Q3 | $178K | Sell |
10,203
-107
| -1% | -$1.87K | 0.03% | 155 |
|
|
2020
Q2 | $240K | Sell |
10,310
-100
| -1% | -$2.33K | 0.04% | 146 |
|
|
2020
Q1 | $254K | Buy |
+10,410
| New | +$254K | 0.05% | 133 |
|