Sterling Investment Advisors (Pennsylvania)’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,000
| Closed | -$220K | – | 164 |
|
|
2024
Q3 | $220K | Hold |
7,000
| – | – | 0.06% | 143 |
|
|
2024
Q2 | $253K | Hold |
7,000
| – | – | 0.07% | 126 |
|
|
2024
Q1 | $264K | Hold |
7,000
| – | – | 0.07% | 130 |
|
|
2023
Q4 | $248K | Hold |
7,000
| – | – | 0.08% | 122 |
|
|
2023
Q3 | $271K | Hold |
7,000
| – | – | 0.09% | 114 |
|
|
2023
Q2 | $247K | Hold |
7,000
| – | – | 0.08% | 119 |
|
|
2023
Q1 | $266K | Hold |
7,000
| – | – | 0.09% | 118 |
|
|
2022
Q4 | $245K | Sell |
7,000
-1,100
| -14% | -$38.4K | 0.09% | 124 |
|
|
2022
Q3 | $231K | Buy |
8,100
+7,000
| +636% | +$200K | 0.09% | 128 |
|
|
2022
Q2 | $31K | Hold |
1,100
| – | – | 0.01% | 281 |
|
|
2022
Q1 | $32K | Buy |
+1,100
| New | +$32K | 0.01% | 308 |
|