SIA
Schechter Investment Advisors’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $363K | Sell |
10,733
-1,382
| -11% | -$46.7K | 0.03% | 436 |
|
|
2024
Q4 | $358K | Sell |
12,115
-13,000
| -52% | -$384K | 0.03% | 450 |
|
|
2024
Q3 | $788K | Sell |
25,115
-16,611
| -40% | -$521K | 0.06% | 298 |
|
|
2024
Q2 | $1.51M | Sell |
41,726
-3,689
| -8% | -$133K | 0.11% | 171 |
|
|
2024
Q1 | $1.71M | Buy |
45,415
+2,869
| +7% | +$108K | 0.13% | 151 |
|
|
2023
Q4 | $1.51M | Buy |
42,546
+2,255
| +6% | +$79.8K | 0.13% | 153 |
|
|
2023
Q3 | $1.56M | Sell |
40,291
-6,511
| -14% | -$252K | 0.15% | 136 |
|
|
2023
Q2 | $1.65M | Buy |
46,802
+2,381
| +5% | +$84K | 0.15% | 144 |
|
|
2023
Q1 | $1.69M | Buy |
44,421
+10,377
| +30% | +$394K | 0.16% | 142 |
|
|
2022
Q4 | $1.19M | Buy |
34,044
+91
| +0.3% | +$3.18K | 0.11% | 237 |
|
|
2022
Q3 | $969K | Buy |
33,953
+1,077
| +3% | +$30.7K | 0.1% | 284 |
|
|
2022
Q2 | $932K | Sell |
32,876
-22,972
| -41% | -$651K | 0.09% | 307 |
|
|
2022
Q1 | $1.64M | Sell |
55,848
-12,587
| -18% | -$370K | 0.15% | 145 |
|
|
2021
Q4 | $1.82M | Buy |
+68,435
| New | +$1.82M | 0.16% | 134 |
|