Steward Partners Investment Advisory’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
7,066
-662
| -9% | -$31.8K | ﹤0.01% | 1495 |
|
|
2025
Q1 | $375K | Sell |
7,728
-10,765
| -58% | -$523K | ﹤0.01% | 1339 |
|
|
2024
Q4 | $903K | Buy |
18,493
+134
| +0.7% | +$6.54K | 0.01% | 913 |
|
|
2024
Q3 | $1.14M | Sell |
18,359
-440
| -2% | -$27.3K | 0.01% | 813 |
|
|
2024
Q2 | $1.07M | Sell |
18,799
-4,583
| -20% | -$262K | 0.01% | 789 |
|
|
2024
Q1 | $1.35M | Sell |
23,382
-581
| -2% | -$33.5K | 0.01% | 703 |
|
|
2023
Q4 | $1.64M | Buy |
23,963
+2,776
| +13% | +$190K | 0.02% | 560 |
|
|
2023
Q3 | $1.21M | Buy |
21,187
+1,228
| +6% | +$69.8K | 0.02% | 616 |
|
|
2023
Q2 | $1.19M | Sell |
19,959
-189
| -0.9% | -$11.3K | 0.02% | 637 |
|
|
2023
Q1 | $1.28M | Sell |
20,148
-2,487
| -11% | -$158K | 0.02% | 610 |
|
|
2022
Q4 | $1.4M | Buy |
22,635
+7,887
| +53% | +$489K | 0.02% | 552 |
|
|
2022
Q3 | $738K | Buy |
14,748
+540
| +4% | +$27K | 0.01% | 729 |
|
|
2022
Q2 | $798K | Sell |
14,208
-858
| -6% | -$48.2K | 0.01% | 710 |
|
|
2022
Q1 | $1.04M | Sell |
15,066
-6,412
| -30% | -$442K | 0.02% | 675 |
|
|
2021
Q4 | $1.16M | Buy |
21,478
+244
| +1% | +$13.1K | 0.02% | 645 |
|
|
2021
Q3 | $1.01M | Buy |
21,234
+3,709
| +21% | +$177K | 0.02% | 659 |
|
|
2021
Q2 | $1.14M | Sell |
17,525
-2,744
| -14% | -$178K | 0.02% | 623 |
|
|
2021
Q1 | $1.25M | Sell |
20,269
-12
| -0.1% | -$743 | 0.02% | 571 |
|
|
2020
Q4 | $1.18M | Sell |
20,281
-2,130
| -10% | -$124K | 0.03% | 512 |
|
|
2020
Q3 | $1.03M | Sell |
22,411
-2,232
| -9% | -$103K | 0.03% | 479 |
|
|
2020
Q2 | $1.09M | Buy |
24,643
+27
| +0.1% | +$1.2K | 0.03% | 427 |
|
|
2020
Q1 | $805K | Sell |
24,616
-295
| -1% | -$9.65K | 0.03% | 436 |
|
|
2019
Q4 | $1.22M | Buy |
24,911
+1,737
| +7% | +$84.7K | 0.04% | 404 |
|
|
2019
Q3 | $1.02M | Buy |
23,174
+2,057
| +10% | +$90.5K | 0.03% | 404 |
|
|
2019
Q2 | $1.09M | Buy |
21,117
+912
| +5% | +$47.2K | 0.04% | 371 |
|
|
2019
Q1 | $985K | Sell |
20,205
-16
| -0.1% | -$780 | 0.04% | 362 |
|
|
2018
Q4 | $871K | Buy |
20,221
+4
| +0% | +$172 | 0.04% | 359 |
|
|
2018
Q3 | $899K | Sell |
20,217
-82
| -0.4% | -$3.65K | 0.04% | 374 |
|
|
2018
Q2 | $906K | Hold |
20,299
| – | – | 0.05% | 318 |
|
|
2018
Q1 | $804K | Hold |
20,299
| – | – | 0.06% | 307 |
|
|
2017
Q4 | $832K | Hold |
20,299
| – | – | 0.06% | 265 |
|
|
2017
Q3 | $733K | Hold |
20,299
| – | – | 0.07% | 235 |
|
|
2017
Q2 | $644K | Sell |
20,299
-42
| -0.2% | -$1.33K | 0.07% | 236 |
|
|
2017
Q1 | $659K | Buy |
20,341
+7,998
| +65% | +$259K | 0.1% | 172 |
|
|
2016
Q4 | $393K | Buy |
+12,343
| New | +$393K | 0.18% | 123 |
|