Sequoia Financial Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
52,707
-420
| -0.8% | -$12.6K | 0.01% | 535 |
|
|
2025
Q1 | $1.8M | Sell |
53,127
-1,036
| -2% | -$35K | 0.01% | 457 |
|
|
2024
Q4 | $1.6M | Buy |
54,163
+4,095
| +8% | +$121K | 0.02% | 463 |
|
|
2024
Q3 | $1.57M | Buy |
50,068
+14,233
| +40% | +$447K | 0.02% | 429 |
|
|
2024
Q2 | $1.29M | Buy |
35,835
+3,674
| +11% | +$133K | 0.02% | 423 |
|
|
2024
Q1 | $1.21M | Buy |
32,161
+3,656
| +13% | +$138K | 0.02% | 433 |
|
|
2023
Q4 | $1.01M | Buy |
28,505
+2,737
| +11% | +$96.9K | 0.01% | 520 |
|
|
2023
Q3 | $998K | Buy |
25,768
+810
| +3% | +$31.4K | 0.02% | 336 |
|
|
2023
Q2 | $881K | Sell |
24,958
-4,764
| -16% | -$168K | 0.02% | 370 |
|
|
2023
Q1 | $1.13M | Buy |
29,722
+5,943
| +25% | +$225K | 0.03% | 290 |
|
|
2022
Q4 | $831K | Buy |
23,779
+8,117
| +52% | +$284K | 0.02% | 331 |
|
|
2022
Q3 | $447K | Sell |
15,662
-1,286
| -8% | -$36.7K | 0.01% | 309 |
|
|
2022
Q2 | $480K | Sell |
16,948
-1,884
| -10% | -$53.4K | 0.01% | 334 |
|
|
2022
Q1 | $554K | Buy |
18,832
+4,082
| +28% | +$120K | 0.01% | 333 |
|
|
2021
Q4 | $393K | Buy |
+14,750
| New | +$393K | 0.01% | 380 |
|
|
2021
Q3 | – | Sell |
-11,671
| Closed | -$308K | – | 279 |
|
|
2021
Q2 | $308K | Buy |
11,671
+342
| +3% | +$9.03K | 0.01% | 371 |
|
|
2021
Q1 | $276K | Buy |
11,329
+939
| +9% | +$22.9K | 0.01% | 354 |
|
|
2020
Q4 | $213K | Sell |
10,390
-13,432
| -56% | -$275K | 0.01% | 385 |
|
|
2020
Q3 | $416K | Buy |
23,822
+2,846
| +14% | +$49.7K | 0.02% | 250 |
|
|
2020
Q2 | $489K | Sell |
20,976
-7,837
| -27% | -$183K | 0.03% | 218 |
|
|
2020
Q1 | $703K | Buy |
28,813
+3,093
| +12% | +$75.5K | 0.05% | 158 |
|
|
2019
Q4 | $971K | Sell |
25,720
-2,181
| -8% | -$82.3K | 0.06% | 143 |
|
|
2019
Q3 | $1.06M | Sell |
27,901
-2,554
| -8% | -$97K | 0.08% | 126 |
|
|
2019
Q2 | $1.25M | Buy |
30,455
+65
| +0.2% | +$2.67K | 0.09% | 115 |
|
|
2019
Q1 | $1.31M | Buy |
30,390
+1,834
| +6% | +$78.9K | 0.11% | 103 |
|
|
2018
Q4 | $1.05M | Sell |
28,556
-4,126
| -13% | -$152K | 0.12% | 98 |
|
|
2018
Q3 | $1.44M | Sell |
32,682
-791
| -2% | -$34.8K | 0.14% | 94 |
|
|
2018
Q2 | $1.44M | Sell |
33,473
-540
| -2% | -$23.2K | 0.15% | 90 |
|
|
2018
Q1 | $1.28M | Sell |
34,013
-468
| -1% | -$17.6K | 0.13% | 96 |
|
|
2017
Q4 | $1.33M | Buy |
34,481
+180
| +0.5% | +$6.93K | 0.14% | 98 |
|
|
2017
Q3 | $1.19M | Sell |
34,301
-331
| -1% | -$11.5K | 0.14% | 98 |
|
|
2017
Q2 | $1.06M | Buy |
34,632
+2,422
| +8% | +$74.4K | 0.13% | 102 |
|
|
2017
Q1 | $970K | Buy |
32,210
+23,378
| +265% | +$704K | 0.12% | 104 |
|
|
2016
Q4 | $283K | Buy |
8,832
+1,160
| +15% | +$37.2K | 0.04% | 202 |
|
|
2016
Q3 | $227K | Sell |
7,672
-4,495
| -37% | -$133K | 0.04% | 206 |
|
|
2016
Q2 | $364K | Sell |
12,167
-1,059
| -8% | -$31.7K | 0.1% | 145 |
|
|
2016
Q1 | $336K | Buy |
13,226
+5
| +0% | +$127 | 0.11% | 128 |
|
|
2015
Q4 | $348K | Sell |
13,221
-516
| -4% | -$13.6K | 0.14% | 114 |
|
|
2015
Q3 | $353K | Buy |
13,737
+1,303
| +10% | +$33.5K | 0.15% | 108 |
|
|
2015
Q2 | $418K | Buy |
12,434
+313
| +3% | +$10.5K | 0.18% | 104 |
|
|
2015
Q1 | $393K | Sell |
12,121
-137
| -1% | -$4.44K | 0.18% | 104 |
|
|
2014
Q4 | $388K | Sell |
12,258
-24,360
| -67% | -$771K | 0.27% | 82 |
|
|
2014
Q3 | $1.32M | Buy |
36,618
+5,828
| +19% | +$209K | 0.91% | 22 |
|
|
2014
Q2 | $1.33M | Buy |
30,790
+21,698
| +239% | +$936K | 1.01% | 21 |
|
|
2014
Q1 | $358K | Buy |
9,092
+2,817
| +45% | +$111K | 0.3% | 90 |
|
|
2013
Q4 | $250K | Buy |
+6,275
| New | +$250K | 0.21% | 112 |
|