Sowell Financial Services’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $308K | Buy |
6,397
+619
| +11% | +$29.8K | 0.01% | 775 |
|
2025
Q1 | $280K | Buy |
+5,778
| New | +$280K | 0.01% | 795 |
|
2021
Q2 | – | Sell |
-860
| Closed | -$60K | – | 769 |
|
2021
Q1 | $60K | Buy |
860
+271
| +46% | +$18.9K | ﹤0.01% | 1571 |
|
2020
Q4 | $34K | Sell |
589
-39
| -6% | -$2.25K | ﹤0.01% | 1532 |
|
2020
Q3 | $29K | Hold |
628
| – | – | ﹤0.01% | 1391 |
|
2020
Q2 | $28K | Hold |
628
| – | – | ﹤0.01% | 1349 |
|
2020
Q1 | $21K | Sell |
628
-60
| -9% | -$2.01K | ﹤0.01% | 1370 |
|
2019
Q4 | $34K | Buy |
688
+34
| +5% | +$1.68K | ﹤0.01% | 1277 |
|
2019
Q3 | $29K | Buy |
+654
| New | +$29K | ﹤0.01% | 1152 |
|
2017
Q1 | – | Sell |
-448
| Closed | -$16K | – | 285 |
|
2016
Q4 | $16K | Buy |
+448
| New | +$16K | 0.01% | 440 |
|