Recurrent Investment 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 |
-111,818
| Closed | -$489K | – | 65 |
|
|
2025
Q1 | $489K | Buy |
111,818
+5,874
| +6% | +$25.7K | 0.04% | 60 |
|
|
2024
Q4 | $418K | Sell |
105,944
-3,660
| -3% | -$14.4K | 0.04% | 60 |
|
|
2024
Q3 | $432K | Sell |
109,604
-6,418
| -6% | -$25.3K | 0.04% | 52 |
|
|
2024
Q2 | $554K | Sell |
116,022
-2,058
| -2% | -$9.83K | 0.06% | 48 |
|
|
2024
Q1 | $587K | Buy |
+118,080
| New | +$587K | 0.07% | 45 |
|
|
2023
Q4 | – | Sell |
-129,611
| Closed | -$692K | – | 45 |
|
|
2023
Q3 | $692K | Buy |
129,611
+1,381
| +1% | +$7.37K | 0.1% | 46 |
|
|
2023
Q2 | $591K | Buy |
+128,230
| New | +$591K | 0.1% | 48 |
|
|
2023
Q1 | – | Sell |
-39
| Closed | -$1.36K | – | 44 |
|
|
2022
Q4 | $1.36K | Buy |
+39
| New | +$1.36K | ﹤0.01% | 53 |
|