Patten & Patten’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
7,475
-2,164
| -22% | -$64.8K | 0.01% | 299 |
|
|
2025
Q1 | $326K | Sell |
9,639
-2,264
| -19% | -$76.5K | 0.02% | 258 |
|
|
2024
Q4 | $352K | Sell |
11,903
-1,465
| -11% | -$43.3K | 0.02% | 249 |
|
|
2024
Q3 | $420K | Buy |
13,368
+67
| +0.5% | +$2.1K | 0.03% | 233 |
|
|
2024
Q2 | $480K | Sell |
13,301
-550
| -4% | -$19.9K | 0.03% | 220 |
|
|
2024
Q1 | $522K | Sell |
13,851
-1,563
| -10% | -$58.9K | 0.04% | 213 |
|
|
2023
Q4 | $546K | Sell |
15,414
-791
| -5% | -$28K | 0.04% | 189 |
|
|
2023
Q3 | $627K | Sell |
16,205
-754
| -4% | -$29.2K | 0.06% | 174 |
|
|
2023
Q2 | $598K | Sell |
16,959
-3,094
| -15% | -$109K | 0.05% | 187 |
|
|
2023
Q1 | $761K | Sell |
20,053
-2,730
| -12% | -$104K | 0.07% | 164 |
|
|
2022
Q4 | $796K | Sell |
22,783
-3,163
| -12% | -$111K | 0.07% | 163 |
|
|
2022
Q3 | $741K | Sell |
25,946
-4,810
| -16% | -$137K | 0.07% | 163 |
|
|
2022
Q2 | $872K | Sell |
30,756
-512
| -2% | -$14.5K | 0.08% | 153 |
|
|
2022
Q1 | $919K | Sell |
31,268
-350
| -1% | -$10.3K | 0.07% | 159 |
|
|
2021
Q4 | $842K | Sell |
31,618
-6,624
| -17% | -$176K | 0.06% | 168 |
|
|
2021
Q3 | $1.05M | Buy |
38,242
+725
| +2% | +$19.8K | 0.08% | 146 |
|
|
2021
Q2 | $991K | Sell |
37,517
-2,050
| -5% | -$54.2K | 0.08% | 157 |
|
|
2021
Q1 | $963K | Sell |
39,567
-250
| -0.6% | -$6.09K | 0.08% | 150 |
|
|
2020
Q4 | $817K | Sell |
39,817
-1,650
| -4% | -$33.9K | 0.07% | 159 |
|
|
2020
Q3 | $724K | Sell |
41,467
-9,876
| -19% | -$172K | 0.07% | 152 |
|
|
2020
Q2 | $1.2M | Buy |
51,343
+434
| +0.9% | +$10.1K | 0.13% | 110 |
|
|
2020
Q1 | $1.24M | Sell |
50,909
-1,200
| -2% | -$29.3K | 0.16% | 95 |
|
|
2019
Q4 | $1.97M | Buy |
52,109
+616
| +1% | +$23.3K | 0.2% | 95 |
|
|
2019
Q3 | $1.96M | Sell |
51,493
-2,500
| -5% | -$95K | 0.21% | 93 |
|
|
2019
Q2 | $2.21M | Buy |
53,993
+493
| +0.9% | +$20.2K | 0.24% | 87 |
|
|
2019
Q1 | $2.3M | Buy |
53,500
+4,513
| +9% | +$194K | 0.25% | 84 |
|
|
2018
Q4 | $1.8M | Buy |
48,987
+4,637
| +10% | +$170K | 0.22% | 88 |
|
|
2018
Q3 | $1.95M | Buy |
44,350
+17,374
| +64% | +$765K | 0.19% | 99 |
|
|
2018
Q2 | $1.16M | Buy |
26,976
+2,648
| +11% | +$114K | 0.12% | 125 |
|
|
2018
Q1 | $916K | Buy |
24,328
+2,069
| +9% | +$77.9K | 0.09% | 137 |
|
|
2017
Q4 | $856K | Buy |
22,259
+115
| +0.5% | +$4.42K | 0.09% | 148 |
|
|
2017
Q3 | $767K | Sell |
22,144
-260
| -1% | -$9.01K | 0.08% | 152 |
|
|
2017
Q2 | $688K | Buy |
22,404
+1,330
| +6% | +$40.8K | 0.08% | 152 |
|
|
2017
Q1 | $634K | Buy |
21,074
+743
| +4% | +$22.4K | 0.07% | 151 |
|
|
2016
Q4 | $651K | Buy |
20,331
+4,112
| +25% | +$132K | 0.08% | 144 |
|
|
2016
Q3 | $480K | Sell |
16,219
-357
| -2% | -$10.6K | 0.06% | 153 |
|
|
2016
Q2 | $495K | Sell |
16,576
-238
| -1% | -$7.11K | 0.07% | 149 |
|
|
2016
Q1 | $427K | Buy |
16,814
+3,544
| +27% | +$90K | 0.06% | 156 |
|
|
2015
Q4 | $349K | Sell |
13,270
-1,850
| -12% | -$48.7K | 0.05% | 175 |
|
|
2015
Q3 | $389K | Sell |
15,120
-1,397
| -8% | -$35.9K | 0.06% | 157 |
|
|
2015
Q2 | $555K | Buy |
16,517
+1,003
| +6% | +$33.7K | 0.08% | 152 |
|
|
2015
Q1 | $503K | Sell |
15,514
-8,165
| -34% | -$265K | 0.07% | 160 |
|
|
2014
Q4 | $749K | Sell |
23,679
-915
| -4% | -$28.9K | 0.11% | 129 |
|
|
2014
Q3 | $884K | Buy |
24,594
+1,559
| +7% | +$56K | 0.14% | 120 |
|
|
2014
Q2 | $994K | Sell |
23,035
-1,909
| -8% | -$82.4K | 0.16% | 112 |
|
|
2014
Q1 | $981K | Sell |
24,944
-715
| -3% | -$28.1K | 0.13% | 130 |
|
|
2013
Q4 | $1.02M | Sell |
25,659
-1,760
| -6% | -$70K | 0.14% | 123 |
|
|
2013
Q3 | $943K | Sell |
27,419
-482
| -2% | -$16.6K | 0.15% | 122 |
|
|
2013
Q2 | $953K | Buy |
+27,901
| New | +$953K | 0.16% | 120 |
|