PSI 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 | – | Sell |
-3,810
| Closed | -$129K | – | 172 |
|
2025
Q1 | $129K | Sell |
3,810
-1,111
| -23% | -$37.5K | 0.04% | 145 |
|
2024
Q4 | $145K | Sell |
4,921
-1,062
| -18% | -$31.4K | 0.04% | 149 |
|
2024
Q3 | $188K | Sell |
5,983
-900
| -13% | -$28.2K | 0.06% | 134 |
|
2024
Q2 | $248K | Buy |
6,883
+99
| +1% | +$3.57K | 0.08% | 117 |
|
2024
Q1 | $256K | Sell |
6,784
-2,124
| -24% | -$80K | 0.09% | 111 |
|
2023
Q4 | $315K | Sell |
8,908
-2,906
| -25% | -$103K | 0.12% | 101 |
|
2023
Q3 | $457K | Sell |
11,814
-910
| -7% | -$35.2K | 0.2% | 79 |
|
2023
Q2 | $449K | Sell |
12,724
-270
| -2% | -$9.53K | 0.2% | 78 |
|
2023
Q1 | $493K | Sell |
12,994
-300
| -2% | -$11.4K | 0.24% | 70 |
|
2022
Q4 | $464K | Sell |
13,294
-2,610
| -16% | -$91.2K | 0.25% | 69 |
|
2022
Q3 | $454K | Sell |
15,904
-1,680
| -10% | -$48K | 0.24% | 78 |
|
2022
Q2 | $499K | Hold |
17,584
| – | – | 0.25% | 78 |
|
2022
Q1 | $517K | Sell |
17,584
-660
| -4% | -$19.4K | 0.21% | 88 |
|
2021
Q4 | $486K | Sell |
18,244
-1,000
| -5% | -$26.6K | 0.2% | 95 |
|
2021
Q3 | $526K | Sell |
19,244
-750
| -4% | -$20.5K | 0.24% | 78 |
|
2021
Q2 | $528K | Sell |
19,994
-250
| -1% | -$6.6K | 0.28% | 68 |
|
2021
Q1 | $492K | Sell |
20,244
-55
| -0.3% | -$1.34K | 0.29% | 69 |
|
2020
Q4 | $416K | Hold |
20,299
| – | – | 0.29% | 76 |
|
2020
Q3 | $354K | Sell |
20,299
-965
| -5% | -$16.8K | 0.27% | 73 |
|
2020
Q2 | $495K | Hold |
21,264
| – | – | 0.4% | 56 |
|
2020
Q1 | $518K | Buy |
21,264
+578
| +3% | +$14.1K | 0.48% | 48 |
|
2019
Q4 | $780K | Buy |
+20,686
| New | +$780K | 0.5% | 41 |
|