Summit Financial Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,000
| Closed | -$279K | – | 192 |
|
|
2022
Q4 | $279K | Hold |
8,000
| – | – | 0.11% | 161 |
|
|
2022
Q3 | $228K | Hold |
8,000
| – | – | 0.09% | 173 |
|
|
2022
Q2 | $227K | Hold |
8,000
| – | – | 0.09% | 182 |
|
|
2022
Q1 | $235K | Hold |
8,000
| – | – | 0.08% | 195 |
|
|
2021
Q4 | $213K | Hold |
8,000
| – | – | 0.07% | 205 |
|
|
2021
Q3 | $219K | Hold |
8,000
| – | – | 0.08% | 197 |
|
|
2021
Q2 | $211K | Buy |
+8,000
| New | +$211K | 0.08% | 192 |
|
|
2020
Q2 | – | Sell |
-8,600
| Closed | -$210K | – | 154 |
|
|
2020
Q1 | $210K | Buy |
8,600
+100
| +1% | +$2.44K | 0.13% | 129 |
|
|
2019
Q4 | $321K | Buy |
8,500
+200
| +2% | +$7.55K | 0.15% | 113 |
|
|
2019
Q3 | $315K | Sell |
8,300
-5,275
| -39% | -$200K | 0.16% | 117 |
|
|
2019
Q2 | $557K | Hold |
13,575
| – | – | 0.25% | 95 |
|
|
2019
Q1 | $584K | Sell |
13,575
-538
| -4% | -$23.1K | 0.46% | 64 |
|
|
2018
Q4 | $519K | Buy |
14,113
+131
| +0.9% | +$4.82K | 0.44% | 66 |
|
|
2018
Q3 | $615K | Sell |
13,982
-202
| -1% | -$8.89K | 0.46% | 65 |
|
|
2018
Q2 | $610K | Sell |
14,184
-184
| -1% | -$7.91K | 0.47% | 63 |
|
|
2018
Q1 | $541K | Sell |
14,368
-236
| -2% | -$8.89K | 0.42% | 68 |
|
|
2017
Q4 | $562K | Sell |
14,604
-421
| -3% | -$16.2K | 0.46% | 67 |
|
|
2017
Q3 | $521K | Sell |
15,025
-936
| -6% | -$32.5K | 0.43% | 66 |
|
|
2017
Q2 | $490K | Buy |
+15,961
| New | +$490K | 0.42% | 65 |
|