Reilly Financial Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $29K | Buy |
1,080
+2
| +0.2% | +$54 | ﹤0.01% | 499 |
|
|
2021
Q3 | $29K | Buy |
1,078
+1
| +0.1% | +$27 | ﹤0.01% | 459 |
|
|
2021
Q2 | $28K | Sell |
1,077
-148
| -12% | -$3.85K | ﹤0.01% | 468 |
|
|
2021
Q1 | $30K | Buy |
1,225
+3
| +0.2% | +$73 | ﹤0.01% | 449 |
|
|
2020
Q4 | $25K | Buy |
1,222
+4
| +0.3% | +$82 | ﹤0.01% | 451 |
|
|
2020
Q3 | $21K | Buy |
1,218
+5
| +0.4% | +$86 | ﹤0.01% | 436 |
|
|
2020
Q2 | $28K | Sell |
1,213
-994
| -45% | -$22.9K | ﹤0.01% | 392 |
|
|
2020
Q1 | $54K | Buy |
2,207
+105
| +5% | +$2.57K | 0.01% | 287 |
|
|
2019
Q4 | $79K | Sell |
2,102
-98
| -4% | -$3.68K | 0.01% | 269 |
|
|
2019
Q3 | $84K | Buy |
2,200
+886
| +67% | +$33.8K | 0.01% | 266 |
|
|
2019
Q2 | $54K | Buy |
1,314
+246
| +23% | +$10.1K | 0.01% | 348 |
|
|
2019
Q1 | $46K | Sell |
1,068
-15
| -1% | -$646 | 0.01% | 368 |
|
|
2018
Q4 | $40K | Buy |
1,083
+528
| +95% | +$19.5K | 0.01% | 364 |
|
|
2018
Q3 | $24K | Sell |
555
-8
| -1% | -$346 | ﹤0.01% | 509 |
|
|
2018
Q2 | $24K | Sell |
563
-546
| -49% | -$23.3K | ﹤0.01% | 449 |
|
|
2018
Q1 | $42K | Sell |
1,109
-1,344
| -55% | -$50.9K | 0.01% | 323 |
|
|
2017
Q4 | $94K | Buy |
2,453
+139
| +6% | +$5.33K | 0.01% | 239 |
|
|
2017
Q3 | $80K | Sell |
2,314
-32
| -1% | -$1.11K | 0.01% | 245 |
|
|
2017
Q2 | $72K | Buy |
2,346
+247
| +12% | +$7.58K | 0.01% | 257 |
|
|
2017
Q1 | $63K | Sell |
2,099
-37
| -2% | -$1.11K | 0.01% | 257 |
|
|
2016
Q4 | $68K | Buy |
2,136
+45
| +2% | +$1.43K | 0.01% | 238 |
|
|
2016
Q3 | $62K | Sell |
2,091
-410
| -16% | -$12.2K | 0.01% | 245 |
|
|
2016
Q2 | $75K | Buy |
2,501
+280
| +13% | +$8.4K | 0.01% | 214 |
|
|
2016
Q1 | $56K | Buy |
+2,221
| New | +$56K | 0.01% | 271 |
|
|
2015
Q4 | – | Sell |
-2,865
| Closed | -$74K | – | 945 |
|
|
2015
Q3 | $74K | Hold |
2,865
| – | – | 0.01% | 306 |
|
|
2015
Q2 | $96K | Sell |
2,865
-184
| -6% | -$6.17K | 0.02% | 291 |
|
|
2015
Q1 | $99K | Sell |
3,049
-10,272
| -77% | -$334K | 0.02% | 279 |
|
|
2014
Q4 | $421K | Buy |
13,321
+1,280
| +11% | +$40.5K | 0.1% | 88 |
|
|
2014
Q3 | $433K | Buy |
12,041
+3,668
| +44% | +$132K | 0.1% | 74 |
|
|
2014
Q2 | $363K | Buy |
8,373
+7,737
| +1,217% | +$335K | 0.09% | 81 |
|
|
2014
Q1 | $25K | Buy |
636
+120
| +23% | +$4.72K | 0.01% | 382 |
|
|
2013
Q4 | $21K | Buy |
516
+125
| +32% | +$5.09K | 0.01% | 384 |
|
|
2013
Q3 | $13K | Sell |
391
-818
| -68% | -$27.2K | ﹤0.01% | 410 |
|
|
2013
Q2 | $41K | Buy |
+1,209
| New | +$41K | 0.01% | 245 |
|