Stamos Capital Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
478,634
+233,048
| +95% | +$6.98M | 2.57% | 6 |
|
|
2025
Q1 | $8.3M | Sell |
245,586
-185,564
| -43% | -$6.27M | 2.17% | 6 |
|
|
2024
Q4 | $12.7M | Buy |
431,150
+31,430
| +8% | +$929K | 2.99% | 2 |
|
|
2024
Q3 | $12.5M | Buy |
399,720
+82,870
| +26% | +$2.6M | 2.95% | 3 |
|
|
2024
Q2 | $11.4M | Buy |
316,850
+16,630
| +6% | +$600K | 2.43% | 4 |
|
|
2024
Q1 | $11.3M | Sell |
300,220
-21,200
| -7% | -$799K | 2.57% | 5 |
|
|
2023
Q4 | $11.4M | Buy |
321,420
+60,410
| +23% | +$2.14M | 3.09% | 3 |
|
|
2023
Q3 | $10.1M | Sell |
261,010
-19,570
| -7% | -$758K | 2.25% | 6 |
|
|
2023
Q2 | $9.9M | Buy |
280,580
+40,660
| +17% | +$1.43M | 2.32% | 7 |
|
|
2023
Q1 | $9.1M | Buy |
239,920
+18,280
| +8% | +$694K | 2.35% | 6 |
|
|
2022
Q4 | $7.74M | Sell |
221,640
-177,740
| -45% | -$6.21M | 2.45% | 6 |
|
|
2022
Q3 | $11.4M | Buy |
399,380
+5,980
| +2% | +$171K | 2.9% | 5 |
|
|
2022
Q2 | $11.2M | Hold |
393,400
| – | – | 3.37% | 3 |
|
|
2022
Q1 | $11.6M | Buy |
393,400
+130,000
| +49% | +$3.82M | 3.86% | 3 |
|
|
2021
Q4 | $7.01M | Buy |
263,400
+34,420
| +15% | +$917K | 3.25% | 7 |
|
|
2021
Q3 | $6.26M | Hold |
228,980
| – | – | 3.5% | 8 |
|
|
2021
Q2 | $6.05M | Sell |
228,980
-37,420
| -14% | -$989K | 3.19% | 9 |
|
|
2021
Q1 | $6.49M | Sell |
266,400
-18,000
| -6% | -$438K | 3.27% | 9 |
|
|
2020
Q4 | $5.84M | Sell |
284,400
-120,600
| -30% | -$2.47M | 2.49% | 11 |
|
|
2020
Q3 | $7.07M | Buy |
+405,000
| New | +$7.07M | 2.63% | 8 |
|
|
2020
Q2 | – | Sell |
-209,205
| Closed | -$5.1M | – | 63 |
|
|
2020
Q1 | $5.1M | Buy |
209,205
+182,705
| +689% | +$4.46M | 2.69% | 11 |
|
|
2019
Q4 | $1M | Buy |
26,500
+8,000
| +43% | +$302K | 0.81% | 30 |
|
|
2019
Q3 | $703K | Buy |
18,500
+6,603
| +56% | +$251K | 0.63% | 32 |
|
|
2019
Q2 | $492K | Sell |
11,897
-12,827
| -52% | -$530K | 0.49% | 39 |
|
|
2019
Q1 | $1.04M | Sell |
24,724
-44,405
| -64% | -$1.86M | 1.33% | 26 |
|
|
2018
Q4 | $2.54M | Buy |
+69,129
| New | +$2.54M | 1.92% | 20 |
|