Soltis Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,665
| Closed | -$241K | – | 375 |
|
|
2024
Q3 | $241K | Buy |
7,665
+1,319
| +21% | +$41.4K | 0.02% | 316 |
|
|
2024
Q2 | $229K | Sell |
6,346
-62
| -1% | -$2.24K | 0.02% | 295 |
|
|
2024
Q1 | $241K | Sell |
6,408
-430
| -6% | -$16.2K | 0.03% | 267 |
|
|
2023
Q4 | $242K | Sell |
6,838
-198
| -3% | -$7.01K | 0.03% | 253 |
|
|
2023
Q3 | $272K | Buy |
+7,036
| New | +$272K | 0.04% | 229 |
|