Plante Moran Financial Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-328
| Closed | -$11.4K | – | 742 |
|
|
2025
Q4 | $11.4K | Hold |
328
| – | – | ﹤0.01% | 543 |
|
|
2025
Q3 | $11.3K | Hold |
328
| – | – | ﹤0.01% | 537 |
|
|
2025
Q2 | $9.82K | Hold |
328
| – | – | ﹤0.01% | 564 |
|
|
2025
Q1 | $11.1K | Sell |
328
-119
| -27% | -$3.88K | ﹤0.01% | 549 |
|
|
2024
Q4 | $13.2K | Buy |
447
+63
| +16% | +$1.89K | ﹤0.01% | 543 |
|
|
2024
Q3 | $12K | Buy |
384
+56
| +17% | +$1.9K | ﹤0.01% | 590 |
|
|
2024
Q2 | $11.8K | Hold |
328
| – | – | ﹤0.01% | 560 |
|
|
2024
Q1 | $12.4K | Buy |
+328
| New | +$11.8K | ﹤0.01% | 575 |
|
|
2023
Q3 | – | Sell |
-90
| Closed | -$3.18K | – | 781 |
|
|
2023
Q2 | $3.18K | Buy |
+90
| New | +$3.33K | ﹤0.01% | 661 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 811 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$14K | – | 873 |
|
|
2022
Q3 | $14K | Buy |
+500
| New | +$14.9K | ﹤0.01% | 531 |
|
|
2022
Q2 | – | Sell |
-730
| Closed | -$21K | – | 980 |
|
|
2022
Q1 | $21K | Sell |
730
-5
| -0.7% | -$152 | ﹤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% | +$131 | ﹤0.01% | 561 |
|
|
2021
Q1 | $18K | Sell |
730
-1,000
| -58% | -$24.1K | ﹤0.01% | 543 |
|
|
2020
Q4 | $35K | Buy |
1,730
+700
| +68% | +$13.2K | 0.01% | 415 |
|
|
2020
Q3 | $18K | Hold |
1,030
| – | – | 0.01% | 520 |
|
|
2020
Q2 | $24K | Buy |
1,030
+300
| +41% | +$7.2K | 0.01% | 393 |
|
|
2020
Q1 | $18K | Sell |
730
-100
| -12% | -$3.23K | 0.01% | 399 |
|
|
2019
Q4 | $31K | Sell |
830
-1,556
| -65% | -$59.1K | 0.01% | 397 |
|
|
2019
Q3 | $91K | Sell |
2,386
-40
| -2% | -$1.53K | 0.03% | 250 |
|
|
2019
Q2 | $99K | Hold |
2,426
| – | – | 0.03% | 220 |
|
|
2019
Q1 | $104K | Sell |
2,426
-983
| -29% | -$40.3K | 0.03% | 218 |
|
|
2018
Q4 | $125K | Sell |
3,409
-1,157
| -25% | -$46.2K | 0.04% | 181 |
|
|
2018
Q3 | $201K | Sell |
4,566
-66
| -1% | -$2.76K | 0.07% | 149 |
|
|
2018
Q2 | $199K | Sell |
4,632
-598
| -11% | -$25.1K | 0.1% | 162 |
|
|
2018
Q1 | $197K | Sell |
5,230
-1,186
| -18% | -$44.7K | 0.11% | 145 |
|
|
2017
Q4 | $247K | Buy |
6,416
+1,057
| +20% | +$38.3K | 0.14% | 118 |
|
|
2017
Q3 | $186K | Buy |
5,359
+1,430
| +36% | +$45.4K | 0.11% | 139 |
|
|
2017
Q2 | $121K | Sell |
3,929
-1,269
| -24% | -$39.5K | 0.08% | 173 |
|
|
2017
Q1 | $156K | Sell |
5,198
-26
| -0.5% | -$790 | 0.09% | 153 |
|
|
2016
Q4 | $167K | Buy |
5,224
+1,442
| +38% | +$43.4K | 0.1% | 141 |
|
|
2016
Q3 | $112K | Sell |
3,782
-18
| -0.5% | -$522 | 0.08% | 189 |
|
|
2016
Q2 | $114K | Hold |
3,800
| – | – | 0.08% | 167 |
|
|
2016
Q1 | $96K | Sell |
3,800
-237
| -6% | -$5.98K | 0.07% | 181 |
|
|
2015
Q4 | $106K | Buy |
4,037
+770
| +24% | +$21.9K | 0.08% | 177 |
|
|
2015
Q3 | $84K | Sell |
3,267
-1,220
| -27% | -$35.8K | 0.07% | 201 |
|
|
2015
Q2 | $151K | Sell |
4,487
-1,522
| -25% | -$53.3K | 0.11% | 145 |
|
|
2015
Q1 | $195K | Buy |
6,009
+115
| +2% | +$3.77K | 0.14% | 111 |
|
|
2014
Q4 | $186K | Sell |
5,894
-40
| -0.7% | -$1.34K | 0.14% | 109 |
|
|
2014
Q3 | $213K | Buy |
5,934
+1,741
| +42% | +$69K | 0.19% | 90 |
|
|
2014
Q2 | $181K | Sell |
4,193
-604
| -13% | -$24.9K | 0.16% | 95 |
|
|
2014
Q1 | $189K | Sell |
4,797
-65
| -1% | -$2.56K | 0.21% | 74 |
|
|
2013
Q4 | $193K | Buy |
4,862
+81
| +2% | +$3.02K | 0.11% | 90 |
|
|
2013
Q3 | $164K | Sell |
4,781
-359
| -7% | -$12.3K | 0.1% | 81 |
|
|
2013
Q2 | $175K | Buy |
+5,140
| New | +$179K | 0.13% | 72 |
|
Other funds holding BP
