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Robinswood Financial’s BP BP Stock Holding History

Robinswood Financial’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.87K Buy
212
+2
+1% +$88 ﹤0.01% 305
2026
Q1 		$9.88K Buy
210
+3
+1% +$118 ﹤0.01% 281
2025
Q4 		$7.22K Buy
207
+2
+1% +$70 ﹤0.01% 285
2025
Q3 		$7.06K Hold
205
– – ﹤0.01% 277
2025
Q2 		$6.13K Hold
205
– – ﹤0.01% 286
2025
Q1 		$6.93K Buy
+205
New +$6.69K ﹤0.01% 271

Other funds holding BP

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YIH
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WCM
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return