Steel Grove Capital Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,105
| Closed | -$343K | – | 176 |
|
|
2024
Q1 | $343K | Hold |
9,105
| – | – | 0.05% | 153 |
|
|
2023
Q4 | $322K | Sell |
9,105
-182
| -2% | -$6.44K | 0.04% | 136 |
|
|
2023
Q3 | $360K | Hold |
9,287
| – | – | 0.05% | 131 |
|
|
2023
Q2 | $328K | Buy |
9,287
+1,016
| +12% | +$35.9K | 0.04% | 132 |
|
|
2023
Q1 | $314K | Hold |
8,271
| – | – | 0.04% | 135 |
|
|
2022
Q4 | $289K | Hold |
8,271
| – | – | 0.04% | 134 |
|
|
2022
Q3 | $236K | Hold |
8,271
| – | – | 0.04% | 132 |
|
|
2022
Q2 | $234K | Hold |
8,271
| – | – | 0.04% | 129 |
|
|
2022
Q1 | $243K | Sell |
8,271
-240
| -3% | -$7.05K | 0.04% | 137 |
|
|
2021
Q4 | $227K | Buy |
+8,511
| New | +$227K | 0.04% | 136 |
|