Stamos Capital Partners’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
16,673
+6,457
| +63% | +$311K | 0.14% | 122 |
|
|
2025
Q1 | $496K | Buy |
10,216
+26
| +0.3% | +$1.26K | 0.13% | 125 |
|
|
2024
Q4 | $498K | Buy |
10,190
+3,590
| +54% | +$175K | 0.12% | 122 |
|
|
2024
Q3 | $410K | Buy |
6,600
+1,740
| +36% | +$108K | 0.1% | 113 |
|
|
2024
Q2 | $277K | Buy |
4,860
+500
| +11% | +$28.5K | 0.06% | 136 |
|
|
2024
Q1 | $252K | Sell |
4,360
-1,490
| -25% | -$86K | 0.06% | 123 |
|
|
2023
Q4 | $400K | Sell |
5,850
-8,700
| -60% | -$594K | 0.11% | 116 |
|
|
2023
Q3 | $828K | Hold |
14,550
| – | – | 0.18% | 99 |
|
|
2023
Q2 | $868K | Buy |
14,550
+2,390
| +20% | +$143K | 0.2% | 92 |
|
|
2023
Q1 | $771K | Hold |
12,160
| – | – | 0.2% | 86 |
|
|
2022
Q4 | $755K | Sell |
12,160
-13,640
| -53% | -$846K | 0.24% | 88 |
|
|
2022
Q3 | $1.29M | Buy |
25,800
+21,470
| +496% | +$1.07M | 0.33% | 70 |
|
|
2022
Q2 | $243K | Buy |
+4,330
| New | +$243K | 0.07% | 104 |
|