Steward Partners Investment Advisory’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
81,878
+7,902
| +11% | +$237K | 0.02% | 647 |
|
|
2025
Q1 | $2.5M | Sell |
73,976
-6,387
| -8% | -$216K | 0.02% | 591 |
|
|
2024
Q4 | $2.38M | Sell |
80,363
-6,387
| -7% | -$189K | 0.02% | 579 |
|
|
2024
Q3 | $2.72M | Buy |
86,750
+24,721
| +40% | +$776K | 0.03% | 530 |
|
|
2024
Q2 | $2.24M | Buy |
62,029
+5,676
| +10% | +$205K | 0.02% | 552 |
|
|
2024
Q1 | $2.12M | Buy |
56,353
+11,273
| +25% | +$425K | 0.02% | 572 |
|
|
2023
Q4 | $1.6M | Buy |
45,080
+3,789
| +9% | +$134K | 0.02% | 569 |
|
|
2023
Q3 | $1.6M | Buy |
41,291
+7,260
| +21% | +$281K | 0.02% | 524 |
|
|
2023
Q2 | $1.2M | Sell |
34,031
-1,253
| -4% | -$44.2K | 0.02% | 635 |
|
|
2023
Q1 | $1.34M | Buy |
35,284
+523
| +2% | +$19.8K | 0.02% | 587 |
|
|
2022
Q4 | $1.21M | Buy |
34,761
+4,079
| +13% | +$142K | 0.02% | 598 |
|
|
2022
Q3 | $876K | Sell |
30,682
-269
| -0.9% | -$7.68K | 0.02% | 667 |
|
|
2022
Q2 | $877K | Buy |
30,951
+1,256
| +4% | +$35.6K | 0.02% | 676 |
|
|
2022
Q1 | $873K | Sell |
29,695
-10,149
| -25% | -$298K | 0.01% | 724 |
|
|
2021
Q4 | $1.06M | Sell |
39,844
-417
| -1% | -$11.1K | 0.02% | 669 |
|
|
2021
Q3 | $1.1M | Buy |
40,261
+6,104
| +18% | +$167K | 0.02% | 629 |
|
|
2021
Q2 | $902K | Sell |
34,157
-11,605
| -25% | -$306K | 0.02% | 712 |
|
|
2021
Q1 | $1.11M | Buy |
45,762
+25,549
| +126% | +$622K | 0.02% | 610 |
|
|
2020
Q4 | $415K | Sell |
20,213
-114
| -0.6% | -$2.34K | 0.01% | 812 |
|
|
2020
Q3 | $355K | Sell |
20,327
-2,318
| -10% | -$40.5K | 0.01% | 764 |
|
|
2020
Q2 | $528K | Sell |
22,645
-23,049
| -50% | -$537K | 0.02% | 611 |
|
|
2020
Q1 | $1.11M | Sell |
45,694
-11,858
| -21% | -$289K | 0.04% | 364 |
|
|
2019
Q4 | $2.17M | Sell |
57,552
-14,597
| -20% | -$551K | 0.06% | 290 |
|
|
2019
Q3 | $2.74M | Buy |
72,149
+31,649
| +78% | +$1.2M | 0.09% | 227 |
|
|
2019
Q2 | $1.66M | Buy |
40,500
+5,650
| +16% | +$232K | 0.06% | 291 |
|
|
2019
Q1 | $1.5M | Sell |
34,850
-851
| -2% | -$36.6K | 0.06% | 282 |
|
|
2018
Q4 | $1.31M | Buy |
35,701
+11,233
| +46% | +$413K | 0.06% | 289 |
|
|
2018
Q3 | $1.08M | Buy |
24,468
+8,609
| +54% | +$379K | 0.05% | 326 |
|
|
2018
Q2 | $682K | Buy |
15,859
+3,245
| +26% | +$140K | 0.04% | 395 |
|
|
2018
Q1 | $475K | Buy |
12,614
+605
| +5% | +$22.8K | 0.03% | 435 |
|
|
2017
Q4 | $462K | Buy |
12,009
+198
| +2% | +$7.62K | 0.04% | 376 |
|
|
2017
Q3 | $409K | Buy |
11,811
+1,137
| +11% | +$39.4K | 0.04% | 334 |
|
|
2017
Q2 | $327K | Buy |
10,674
+635
| +6% | +$19.5K | 0.04% | 335 |
|
|
2017
Q1 | $302K | Buy |
10,039
+1,576
| +19% | +$47.4K | 0.05% | 269 |
|
|
2016
Q4 | $271K | Buy |
+8,463
| New | +$271K | 0.12% | 145 |
|