Steward Partners Investment Advisory’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-144
| Closed | -$78 | – | 4031 |
|
|
2024
Q4 | $78 | Hold |
144
| – | – | ﹤0.01% | 3924 |
|
|
2024
Q3 | $156 | Hold |
144
| – | – | ﹤0.01% | 3658 |
|
|
2024
Q2 | $356 | Hold |
144
| – | – | ﹤0.01% | 3503 |
|
|
2024
Q1 | $350 | Hold |
144
| – | – | ﹤0.01% | 3454 |
|
|
2023
Q4 | $356 | Hold |
144
| – | – | ﹤0.01% | 3383 |
|
|
2023
Q3 | $1.03K | Hold |
144
| – | – | ﹤0.01% | 3185 |
|
|
2023
Q2 | $657 | Hold |
144
| – | – | ﹤0.01% | 3173 |
|
|
2023
Q1 | $1.1K | Hold |
144
| – | – | ﹤0.01% | 3112 |
|
|
2022
Q4 | $1.68K | Hold |
144
| – | – | ﹤0.01% | 3053 |
|
|
2022
Q3 | $2K | Sell |
144
-1,000
| -87% | -$13.9K | ﹤0.01% | 3004 |
|
|
2022
Q2 | $23K | Buy |
+1,144
| New | +$23K | ﹤0.01% | 2151 |
|