Patton Albertson Miller Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-7,530
| Closed | -$225K | – | 210 |
|
|
2025
Q2 | $225K | Sell |
7,530
-53
| -0.7% | -$1.55K | 0.03% | 203 |
|
|
2025
Q1 | $256K | Sell |
7,583
-447
| -6% | -$14.6K | 0.04% | 190 |
|
|
2024
Q4 | $237K | Hold |
8,030
| – | – | 0.03% | 198 |
|
|
2024
Q3 | $252K | Sell |
8,030
-144
| -2% | -$4.87K | 0.03% | 189 |
|
|
2024
Q2 | $295K | Buy |
+8,174
| New | +$306K | 0.04% | 171 |
|
|
2018
Q4 | – | Sell |
-1,885
| Closed | -$74K | – | 140 |
|
|
2018
Q3 | $74K | Buy |
+1,885
| New | +$78.8K | 0.04% | 154 |
|
|
2017
Q4 | – | Sell |
-6,645
| Closed | -$231K | – | 126 |
|
|
2017
Q3 | $231K | Sell |
6,645
-632
| -9% | -$20.1K | 0.1% | 118 |
|
|
2017
Q2 | $231K | Sell |
7,277
-2,918
| -29% | -$90.8K | 0.1% | 120 |
|
|
2017
Q1 | $314K | Sell |
10,195
-5,424
| -35% | -$165K | 0.13% | 115 |
|
|
2016
Q4 | $500K | Sell |
15,619
-2,325
| -13% | -$70K | 0.21% | 101 |
|
|
2016
Q3 | $531K | Sell |
17,944
-2,651
| -13% | -$76.9K | 0.23% | 100 |
|
|
2016
Q2 | $615K | Buy |
20,595
+1,200
| +6% | +$32.3K | 0.28% | 92 |
|
|
2016
Q1 | $493K | Sell |
19,395
-1,463
| -7% | -$36.9K | 0.25% | 93 |
|
|
2015
Q4 | $549K | Sell |
20,858
-1,196
| -5% | -$34K | 0.28% | 89 |
|
|
2015
Q3 | $564K | Sell |
22,054
-2,149
| -9% | -$63K | 0.3% | 87 |
|
|
2015
Q2 | $814K | Sell |
24,203
-13,769
| -36% | -$482K | 0.36% | 80 |
|
|
2015
Q1 | $1.23M | Buy |
37,972
+19,603
| +107% | +$642K | 0.5% | 74 |
|
|
2014
Q4 | $581K | Buy |
18,369
+5,131
| +39% | +$172K | 0.27% | 103 |
|
|
2014
Q3 | $480K | Sell |
13,238
-5,925
| -31% | -$235K | 0.25% | 110 |
|
|
2014
Q2 | $825K | Sell |
19,163
-55
| -0.3% | -$2.27K | 0.42% | 80 |
|
|
2014
Q1 | $756K | Sell |
19,218
-2,782
| -13% | -$110K | 0.4% | 72 |
|
|
2013
Q4 | $875K | Buy |
22,000
+856
| +4% | +$31.9K | 0.51% | 59 |
|
|
2013
Q3 | $727K | Buy |
+21,144
| New | +$725K | 0.43% | 71 |
|