Sowell Financial Services’s BP BP Stock Holding History

Sowell Financial Services’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$461K	Sell	15,388 -7,325	-32%	-$219K	0.02%	634
2025 Q1	$767K	Sell	22,713 -488	-2%	-$16.5K	0.03%	470
2024 Q4	$686K	Sell	23,201 -671	-3%	-$19.8K	0.04%	373
2024 Q3	$749K	Sell	23,872 -5,461	-19%	-$171K	0.03%	394
2024 Q2	$1.06M	Sell	29,333 -3,745	-11%	-$135K	0.05%	324
2024 Q1	$1.25M	Buy	33,078 +4,229	+15%	+$159K	0.06%	310
2023 Q4	$1.02M	Buy	28,849 +1,588	+6%	+$56.2K	0.06%	320
2023 Q3	$1.06M	Buy	27,261 +9,796	+56%	+$379K	0.07%	302
2023 Q2	$616K	Buy	17,465 +3,532	+25%	+$125K	0.03%	427
2023 Q1	$529K	Sell	13,933 -3,021	-18%	-$115K	0.04%	417
2022 Q4	$592K	Buy	+16,954	New	+$592K	0.04%	405
2022 Q1	–	Sell	-11,362	Closed	-$303K	–	206
2021 Q4	$303K	Sell	11,362 -2,434	-18%	-$64.9K	0.02%	484
2021 Q3	$377K	Buy	13,796 +1,625	+13%	+$44.4K	0.03%	431
2021 Q2	$322K	Sell	12,171 -13,050	-52%	-$345K	0.02%	467
2021 Q1	$668K	Buy	25,221 +755	+3%	+$20K	0.02%	544
2020 Q4	$502K	Sell	24,466 -108,707	-82%	-$2.23M	0.02%	526
2020 Q3	$2.33M	Sell	133,173 -12,943	-9%	-$226K	0.12%	158
2020 Q2	$3.41M	Buy	146,116 +13,405	+10%	+$313K	0.19%	113
2020 Q1	$3.24M	Buy	132,711 +23,282	+21%	+$568K	0.24%	100
2019 Q4	$4.13M	Buy	109,429 +5,751	+6%	+$217K	0.31%	64
2019 Q3	$3.94M	Buy	+103,678	New	+$3.94M	0.33%	66
2019 Q1	$3.93M	Sell	91,435 -5,661	-6%	-$243K	0.44%	49
2018 Q4	$3.57M	Buy	97,096 +2,533	+3%	+$93.1K	0.51%	42
2018 Q3	$4.16M	Buy	94,563 +4,229	+5%	+$186K	0.6%	34
2018 Q2	$3.63M	Buy	90,334 +2,615	+3%	+$105K	0.77%	35
2018 Q1	$3.64M	Buy	87,719 +3,036	+4%	+$126K	0.91%	29
2017 Q4	$3.33M	Buy	84,683 +2,090	+3%	+$82.1K	0.81%	33
2017 Q3	$3.04M	Buy	82,593 +3,127	+4%	+$115K	0.79%	35
2017 Q2	$2.57M	Sell	79,466 -4,236	-5%	-$137K	0.73%	39
2017 Q1	$2.69M	Buy	83,702 +3,211	+4%	+$103K	0.8%	38
2016 Q4	$2.38M	Buy	+80,491	New	+$2.38M	0.8%	35