Retirement Planning Company of New England’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
8,571
+403
| +5% | +$12.1K | 0.11% | 199 |
|
|
2025
Q1 | $276K | Sell |
8,168
-560
| -6% | -$18.9K | 0.14% | 181 |
|
|
2024
Q4 | $258K | Buy |
8,728
+2,064
| +31% | +$61K | 0.13% | 192 |
|
|
2024
Q3 | $209K | Buy |
6,664
+543
| +9% | +$17K | 0.1% | 217 |
|
|
2024
Q2 | $221K | Hold |
6,121
| – | – | 0.12% | 196 |
|
|
2024
Q1 | $231K | Buy |
6,121
+39
| +0.6% | +$1.47K | 0.13% | 196 |
|
|
2023
Q4 | $215K | Buy |
6,082
+213
| +4% | +$7.54K | 0.1% | 206 |
|
|
2023
Q3 | $227K | Buy |
5,869
+143
| +2% | +$5.54K | 0.13% | 173 |
|
|
2023
Q2 | $202K | Sell |
5,726
-230
| -4% | -$8.12K | 0.12% | 211 |
|
|
2023
Q1 | $226K | Hold |
5,956
| – | – | 0.14% | 189 |
|
|
2022
Q4 | $208K | Buy |
+5,956
| New | +$208K | 0.14% | 196 |
|
|
2022
Q1 | – | Sell |
-6,217
| Closed | -$165K | – | 298 |
|
|
2021
Q4 | $165K | Buy |
+6,217
| New | +$165K | 0.08% | 242 |
|