Personal CFO Solutions’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Buy |
16,691
+1,847
| +12% | +$55.3K | 0.09% | 223 |
|
|
2025
Q1 | $502K | Sell |
14,844
-17
| -0.1% | -$574 | 0.1% | 214 |
|
|
2024
Q4 | $439K | Sell |
14,861
-591
| -4% | -$17.5K | 0.09% | 226 |
|
|
2024
Q3 | $485K | Buy |
15,452
+596
| +4% | +$18.7K | 0.07% | 269 |
|
|
2024
Q2 | $536K | Buy |
14,856
+435
| +3% | +$15.7K | 0.08% | 237 |
|
|
2024
Q1 | $543K | Buy |
14,421
+4,106
| +40% | +$155K | 0.08% | 232 |
|
|
2023
Q4 | $365K | Buy |
10,315
+900
| +10% | +$31.9K | 0.06% | 319 |
|
|
2023
Q3 | $365K | Buy |
9,415
+414
| +5% | +$16K | 0.07% | 278 |
|
|
2023
Q2 | $318K | Sell |
9,001
-426
| -5% | -$15K | 0.06% | 316 |
|
|
2023
Q1 | $358K | Sell |
9,427
-1,217
| -11% | -$46.2K | 0.07% | 265 |
|
|
2022
Q4 | $372K | Sell |
10,644
-2,404
| -18% | -$84K | 0.08% | 246 |
|
|
2022
Q3 | $373K | Sell |
13,048
-303
| -2% | -$8.66K | 0.09% | 208 |
|
|
2022
Q2 | $379K | Sell |
13,351
-661
| -5% | -$18.8K | 0.09% | 210 |
|
|
2022
Q1 | $412K | Buy |
14,012
+1,531
| +12% | +$45K | 0.08% | 236 |
|
|
2021
Q4 | $332K | Buy |
12,481
+1,261
| +11% | +$33.5K | 0.06% | 293 |
|
|
2021
Q3 | $307K | Buy |
11,220
+840
| +8% | +$23K | 0.06% | 282 |
|
|
2021
Q2 | $274K | Buy |
10,380
+826
| +9% | +$21.8K | 0.06% | 314 |
|
|
2021
Q1 | $233K | Buy |
+9,554
| New | +$233K | 0.05% | 344 |
|
|
2020
Q2 | – | Sell |
-11,867
| Closed | -$289K | – | 319 |
|
|
2020
Q1 | $289K | Buy |
11,867
+5,023
| +73% | +$122K | 0.1% | 176 |
|
|
2019
Q4 | $258K | Buy |
+6,844
| New | +$258K | 0.07% | 252 |
|