Regal Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,351
| Closed | -$229K | – | 506 |
|
|
2024
Q2 | $229K | Buy |
6,351
+2
| +0% | +$72 | 0.02% | 508 |
|
|
2024
Q1 | $239K | Buy |
6,349
+292
| +5% | +$11K | 0.02% | 507 |
|
|
2023
Q4 | $214K | Buy |
6,057
+292
| +5% | +$10.3K | 0.02% | 498 |
|
|
2023
Q3 | $223K | Sell |
5,765
-234
| -4% | -$9.06K | 0.02% | 447 |
|
|
2023
Q2 | $212K | Buy |
5,999
+2
| +0% | +$71 | 0.02% | 470 |
|
|
2023
Q1 | $228K | Hold |
5,997
| – | – | 0.02% | 455 |
|
|
2022
Q4 | $209K | Sell |
5,997
-1,498
| -20% | -$52.3K | 0.02% | 444 |
|
|
2022
Q3 | $214K | Sell |
7,495
-17
| -0.2% | -$485 | 0.02% | 430 |
|
|
2022
Q2 | $213K | Sell |
7,512
-126
| -2% | -$3.57K | 0.02% | 448 |
|
|
2022
Q1 | $225K | Sell |
7,638
-278
| -4% | -$8.19K | 0.02% | 473 |
|
|
2021
Q4 | $211K | Buy |
7,916
+473
| +6% | +$12.6K | 0.02% | 510 |
|
|
2021
Q3 | $203K | Buy |
+7,443
| New | +$203K | 0.02% | 502 |
|
|
2020
Q1 | – | Sell |
-7,539
| Closed | -$285K | – | 57 |
|
|
2019
Q4 | $285K | Buy |
7,539
+524
| +7% | +$19.8K | 0.05% | 266 |
|
|
2019
Q3 | $267K | Sell |
7,015
-582
| -8% | -$22.2K | 0.05% | 261 |
|
|
2019
Q2 | $312K | Sell |
7,597
-431
| -5% | -$17.7K | 0.06% | 245 |
|
|
2019
Q1 | $345K | Sell |
8,028
-720
| -8% | -$30.9K | 0.07% | 224 |
|
|
2018
Q4 | $322K | Buy |
8,748
+2,450
| +39% | +$90.2K | 0.07% | 232 |
|
|
2018
Q3 | $277K | Sell |
6,298
-757
| -11% | -$33.3K | 0.06% | 255 |
|
|
2018
Q2 | $303K | Sell |
7,055
-154
| -2% | -$6.61K | 0.09% | 211 |
|
|
2018
Q1 | $272K | Sell |
7,209
-1,653
| -19% | -$62.4K | 0.06% | 243 |
|
|
2017
Q4 | $341K | Sell |
8,862
-273
| -3% | -$10.5K | 0.08% | 211 |
|
|
2017
Q3 | $317K | Buy |
9,135
+1,461
| +19% | +$50.7K | 0.07% | 213 |
|
|
2017
Q2 | $236K | Sell |
7,674
-353
| -4% | -$10.9K | 0.06% | 232 |
|
|
2017
Q1 | $242K | Buy |
8,027
+248
| +3% | +$7.48K | 0.06% | 228 |
|
|
2016
Q4 | $249K | Sell |
7,779
-107
| -1% | -$3.43K | 0.07% | 216 |
|
|
2016
Q3 | $233K | Sell |
7,886
-31
| -0.4% | -$916 | 0.07% | 237 |
|
|
2016
Q2 | $237K | Buy |
+7,917
| New | +$237K | 0.07% | 225 |
|
|
2015
Q4 | – | Sell |
-4,790
| Closed | -$123K | – | 344 |
|
|
2015
Q3 | $123K | Buy |
4,790
+924
| +24% | +$23.7K | 0.03% | 316 |
|
|
2015
Q2 | $129K | Sell |
3,866
-727
| -16% | -$24.3K | 0.03% | 303 |
|
|
2015
Q1 | $149K | Sell |
4,593
-1,285
| -22% | -$41.7K | 0.04% | 283 |
|
|
2014
Q4 | $186K | Buy |
5,878
+971
| +20% | +$30.7K | 0.05% | 239 |
|
|
2014
Q3 | $176K | Buy |
4,907
+1,219
| +33% | +$43.7K | 0.05% | 231 |
|
|
2014
Q2 | $159K | Sell |
3,688
-59
| -2% | -$2.54K | 0.06% | 227 |
|
|
2014
Q1 | $147K | Buy |
3,747
+1,796
| +92% | +$70.5K | 0.06% | 220 |
|
|
2013
Q4 | $78K | Sell |
1,951
-2,987
| -60% | -$119K | 0.04% | 237 |
|
|
2013
Q3 | $170K | Buy |
4,938
+1,413
| +40% | +$48.6K | 0.1% | 176 |
|
|
2013
Q2 | $120K | Buy |
+3,525
| New | +$120K | 0.07% | 206 |
|