Plante Moran Financial Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.82K | Hold |
328
| – | – | ﹤0.01% | 564 |
|
|
2025
Q1 | $11.1K | Sell |
328
-119
| -27% | -$4.02K | ﹤0.01% | 549 |
|
|
2024
Q4 | $13.2K | Buy |
447
+63
| +16% | +$1.86K | ﹤0.01% | 543 |
|
|
2024
Q3 | $12K | Buy |
384
+56
| +17% | +$1.76K | ﹤0.01% | 590 |
|
|
2024
Q2 | $11.8K | Hold |
328
| – | – | ﹤0.01% | 560 |
|
|
2024
Q1 | $12.4K | Buy |
+328
| New | +$12.4K | ﹤0.01% | 575 |
|
|
2023
Q3 | – | Sell |
-90
| Closed | -$3.18K | – | 781 |
|
|
2023
Q2 | $3.18K | Buy |
+90
| New | +$3.18K | ﹤0.01% | 661 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 811 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$14K | – | 873 |
|
|
2022
Q3 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 531 |
|
|
2022
Q2 | – | Sell |
-730
| Closed | -$21K | – | 977 |
|
|
2022
Q1 | $21K | Sell |
730
-5
| -0.7% | -$144 | ﹤0.01% | 486 |
|
|
2021
Q4 | $20K | Hold |
735
| – | – | ﹤0.01% | 551 |
|
|
2021
Q3 | $20K | Hold |
735
| – | – | ﹤0.01% | 562 |
|
|
2021
Q2 | $19K | Buy |
735
+5
| +0.7% | +$129 | ﹤0.01% | 561 |
|
|
2021
Q1 | $18K | Sell |
730
-1,000
| -58% | -$24.7K | ﹤0.01% | 543 |
|
|
2020
Q4 | $35K | Buy |
1,730
+700
| +68% | +$14.2K | 0.01% | 415 |
|
|
2020
Q3 | $18K | Hold |
1,030
| – | – | 0.01% | 519 |
|
|
2020
Q2 | $24K | Buy |
1,030
+300
| +41% | +$6.99K | 0.01% | 392 |
|
|
2020
Q1 | $18K | Sell |
730
-100
| -12% | -$2.47K | 0.01% | 398 |
|
|
2019
Q4 | $31K | Sell |
830
-1,556
| -65% | -$58.1K | 0.01% | 396 |
|
|
2019
Q3 | $91K | Sell |
2,386
-40
| -2% | -$1.53K | 0.03% | 250 |
|
|
2019
Q2 | $99K | Hold |
2,426
| – | – | 0.03% | 218 |
|
|
2019
Q1 | $104K | Sell |
2,426
-983
| -29% | -$42.1K | 0.03% | 216 |
|
|
2018
Q4 | $125K | Sell |
3,409
-1,157
| -25% | -$42.4K | 0.04% | 179 |
|
|
2018
Q3 | $201K | Sell |
4,566
-66
| -1% | -$2.91K | 0.07% | 147 |
|
|
2018
Q2 | $199K | Sell |
4,632
-598
| -11% | -$25.7K | 0.1% | 160 |
|
|
2018
Q1 | $197K | Sell |
5,230
-1,186
| -18% | -$44.7K | 0.11% | 143 |
|
|
2017
Q4 | $247K | Buy |
6,416
+1,057
| +20% | +$40.7K | 0.14% | 118 |
|
|
2017
Q3 | $186K | Buy |
5,359
+1,430
| +36% | +$49.6K | 0.11% | 139 |
|
|
2017
Q2 | $121K | Sell |
3,929
-1,269
| -24% | -$39.1K | 0.08% | 173 |
|
|
2017
Q1 | $156K | Sell |
5,198
-26
| -0.5% | -$780 | 0.09% | 152 |
|
|
2016
Q4 | $167K | Buy |
5,224
+1,442
| +38% | +$46.1K | 0.1% | 141 |
|
|
2016
Q3 | $112K | Sell |
3,782
-18
| -0.5% | -$533 | 0.08% | 189 |
|
|
2016
Q2 | $114K | Hold |
3,800
| – | – | 0.08% | 167 |
|
|
2016
Q1 | $96K | Sell |
3,800
-237
| -6% | -$5.99K | 0.07% | 181 |
|
|
2015
Q4 | $106K | Buy |
4,037
+770
| +24% | +$20.2K | 0.08% | 177 |
|
|
2015
Q3 | $84K | Sell |
3,267
-1,220
| -27% | -$31.4K | 0.07% | 200 |
|
|
2015
Q2 | $151K | Sell |
4,487
-1,522
| -25% | -$51.2K | 0.11% | 144 |
|
|
2015
Q1 | $195K | Buy |
6,009
+115
| +2% | +$3.73K | 0.14% | 111 |
|
|
2014
Q4 | $186K | Sell |
5,894
-40
| -0.7% | -$1.26K | 0.14% | 109 |
|
|
2014
Q3 | $213K | Buy |
5,934
+1,741
| +42% | +$62.5K | 0.19% | 90 |
|
|
2014
Q2 | $181K | Sell |
4,193
-604
| -13% | -$26.1K | 0.16% | 95 |
|
|
2014
Q1 | $189K | Sell |
4,797
-65
| -1% | -$2.56K | 0.21% | 74 |
|
|
2013
Q4 | $193K | Buy |
4,862
+81
| +2% | +$3.22K | 0.11% | 90 |
|
|
2013
Q3 | $164K | Sell |
4,781
-359
| -7% | -$12.3K | 0.1% | 81 |
|
|
2013
Q2 | $175K | Buy |
+5,140
| New | +$175K | 0.13% | 72 |
|