ProVise Management Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
7,130
| – | – | 0.02% | 241 |
|
|
2025
Q1 | $241K | Hold |
7,130
| – | – | 0.02% | 228 |
|
|
2024
Q4 | $211K | Sell |
7,130
-103
| -1% | -$3.05K | 0.02% | 243 |
|
|
2024
Q3 | $227K | Sell |
7,233
-1,707
| -19% | -$53.6K | 0.02% | 272 |
|
|
2024
Q2 | $323K | Sell |
8,940
-923
| -9% | -$33.3K | 0.03% | 236 |
|
|
2024
Q1 | $372K | Buy |
9,863
+2,469
| +33% | +$93K | 0.03% | 218 |
|
|
2023
Q4 | $262K | Hold |
7,394
| – | – | 0.02% | 296 |
|
|
2023
Q3 | $286K | Hold |
7,394
| – | – | 0.03% | 279 |
|
|
2023
Q2 | $261K | Hold |
7,394
| – | – | 0.02% | 301 |
|
|
2023
Q1 | $281K | Sell |
7,394
-3
| -0% | -$114 | 0.03% | 290 |
|
|
2022
Q4 | $258K | Hold |
7,397
| – | – | 0.03% | 276 |
|
|
2022
Q3 | $211K | Hold |
7,397
| – | – | 0.02% | 289 |
|
|
2022
Q2 | $210K | Sell |
7,397
-40
| -0.5% | -$1.14K | 0.02% | 313 |
|
|
2022
Q1 | $219K | Buy |
+7,437
| New | +$219K | 0.02% | 345 |
|
|
2020
Q1 | – | Sell |
-6,068
| Closed | -$229K | – | 264 |
|
|
2019
Q4 | $229K | Hold |
6,068
| – | – | 0.03% | 275 |
|
|
2019
Q3 | $231K | Sell |
6,068
-611
| -9% | -$23.3K | 0.03% | 276 |
|
|
2019
Q2 | $274K | Sell |
6,679
-2,949
| -31% | -$121K | 0.04% | 255 |
|
|
2019
Q1 | $414K | Sell |
9,628
-1,585
| -14% | -$68.2K | 0.06% | 206 |
|
|
2018
Q4 | $412K | Sell |
11,213
-484
| -4% | -$17.8K | 0.07% | 205 |
|
|
2018
Q3 | $515K | Sell |
11,697
-169
| -1% | -$7.44K | 0.07% | 215 |
|
|
2018
Q2 | $510 | Sell |
11,866
-514
| -4% | -$22 | 0.04% | 215 |
|
|
2018
Q1 | $466K | Sell |
12,380
-6,960
| -36% | -$262K | 0.07% | 207 |
|
|
2017
Q4 | $744K | Sell |
19,340
-10,825
| -36% | -$416K | 0.11% | 164 |
|
|
2017
Q3 | $1.05M | Sell |
30,165
-2,888
| -9% | -$100K | 0.15% | 149 |
|
|
2017
Q2 | $1.02M | Sell |
33,053
-2,615
| -7% | -$80.3K | 0.15% | 143 |
|
|
2017
Q1 | $1.07M | Sell |
35,668
-1,105
| -3% | -$33.3K | 0.17% | 136 |
|
|
2016
Q4 | $1.18M | Buy |
36,773
+10,979
| +43% | +$352K | 0.2% | 127 |
|
|
2016
Q3 | $763K | Buy |
25,794
+9,880
| +62% | +$292K | 0.13% | 171 |
|
|
2016
Q2 | $475K | Sell |
15,914
-713
| -4% | -$21.3K | 0.09% | 206 |
|
|
2016
Q1 | $422K | Sell |
16,627
-131
| -0.8% | -$3.33K | 0.09% | 191 |
|
|
2015
Q4 | $441K | Sell |
16,758
-1,729
| -9% | -$45.5K | 0.09% | 185 |
|
|
2015
Q3 | $475K | Sell |
18,487
-5,943
| -24% | -$153K | 0.11% | 174 |
|
|
2015
Q2 | $821K | Sell |
24,430
-2,151
| -8% | -$72.3K | 0.17% | 136 |
|
|
2015
Q1 | $863K | Sell |
26,581
-482
| -2% | -$15.6K | 0.18% | 136 |
|
|
2014
Q4 | $856K | Sell |
27,063
-2,957
| -10% | -$93.5K | 0.18% | 139 |
|
|
2014
Q3 | $1.08M | Buy |
30,020
+123
| +0.4% | +$4.42K | 0.23% | 127 |
|
|
2014
Q2 | $1.29M | Buy |
29,897
+41
| +0.1% | +$1.77K | 0.28% | 108 |
|
|
2014
Q1 | $1.18M | Hold |
29,856
| – | – | 0.28% | 98 |
|
|
2013
Q4 | $1.19M | Buy |
29,856
+2,873
| +11% | +$114K | 0.31% | 95 |
|
|
2013
Q3 | $928K | Buy |
26,983
+386
| +1% | +$13.3K | 0.26% | 108 |
|
|
2013
Q2 | $908K | Buy |
+26,597
| New | +$908K | 0.27% | 106 |
|