Rockbridge Investment Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,682
| Closed | -$166K | – | 188 |
|
|
2023
Q4 | $166K | Sell |
4,682
-2,500
| -35% | -$88.5K | 0.03% | 132 |
|
|
2023
Q3 | $278K | Buy |
+7,182
| New | +$278K | 0.05% | 91 |
|
|
2022
Q3 | – | Sell |
-75
| Closed | -$2.13K | – | 168 |
|
|
2022
Q2 | $2.13K | Hold |
75
| – | – | ﹤0.01% | 534 |
|
|
2022
Q1 | $2.24K | Sell |
75
-1,512
| -95% | -$45.1K | ﹤0.01% | 690 |
|
|
2021
Q4 | $42K | Buy |
1,587
+1,262
| +388% | +$33.4K | 0.01% | 371 |
|
|
2021
Q3 | $9K | Buy |
325
+250
| +333% | +$6.92K | ﹤0.01% | 527 |
|
|
2021
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 667 |
|
|
2021
Q1 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 642 |
|