Patriot Financial Group Insurance Agency’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,622
| Closed | -$74K | – | 596 |
|
|
2022
Q2 | $74K | Buy |
2,622
+25
| +1% | +$706 | 0.02% | 619 |
|
|
2022
Q1 | $76K | Buy |
2,597
+95
| +4% | +$2.78K | 0.01% | 661 |
|
|
2021
Q4 | $67K | Sell |
2,502
-10,416
| -81% | -$279K | 0.01% | 766 |
|
|
2021
Q3 | $353K | Sell |
12,918
-9,830
| -43% | -$269K | 0.06% | 305 |
|
|
2021
Q2 | $601K | Buy |
22,748
+19,704
| +647% | +$521K | 0.11% | 197 |
|
|
2021
Q1 | $74K | Buy |
3,044
+1,735
| +133% | +$42.2K | 0.02% | 647 |
|
|
2020
Q4 | $27K | Sell |
1,309
-2,245
| -63% | -$46.3K | 0.01% | 882 |
|
|
2020
Q3 | $2K | Buy |
3,554
+52
| +1% | +$29 | ﹤0.01% | 1434 |
|
|
2020
Q2 | $82K | Buy |
3,502
+367
| +12% | +$8.59K | 0.03% | 396 |
|
|
2020
Q1 | $76K | Sell |
3,135
-88
| -3% | -$2.13K | 0.03% | 365 |
|
|
2019
Q4 | $122K | Sell |
3,223
-384
| -11% | -$14.5K | 0.05% | 306 |
|
|
2019
Q3 | $137K | Buy |
3,607
+45
| +1% | +$1.71K | 0.06% | 261 |
|
|
2019
Q2 | $147K | Sell |
3,562
-798
| -18% | -$32.9K | 0.06% | 235 |
|
|
2019
Q1 | $187K | Sell |
4,360
-121
| -3% | -$5.19K | 0.1% | 176 |
|
|
2018
Q4 | $165K | Sell |
4,481
-750
| -14% | -$27.6K | 0.11% | 144 |
|
|
2018
Q3 | $230K | Buy |
5,231
+3,429
| +190% | +$151K | 0.14% | 103 |
|
|
2018
Q2 | $77K | Sell |
1,802
-2,272
| -56% | -$97.1K | 0.08% | 142 |
|
|
2018
Q1 | $151K | Sell |
4,074
-47
| -1% | -$1.74K | 0.11% | 162 |
|
|
2017
Q4 | $163K | Buy |
+4,121
| New | +$163K | 0.12% | 146 |
|
|
2017
Q3 | – | Sell |
-5,413
| Closed | -$165K | – | 907 |
|
|
2017
Q2 | $165K | Sell |
5,413
-181
| -3% | -$5.52K | 0.17% | 114 |
|
|
2017
Q1 | $169K | Sell |
5,594
-70
| -1% | -$2.12K | 0.18% | 102 |
|
|
2016
Q4 | $179K | Buy |
+5,664
| New | +$179K | 0.24% | 91 |
|