Summit Financial’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
17,679
+1,631
| +10% | +$48.8K | 0.01% | 564 |
|
|
2025
Q1 | $542K | Sell |
16,048
-4,344
| -21% | -$147K | 0.02% | 491 |
|
|
2024
Q4 | $603K | Buy |
20,392
+3,084
| +18% | +$91.2K | 0.02% | 415 |
|
|
2024
Q3 | $543K | Buy |
17,308
+2,654
| +18% | +$83.3K | 0.02% | 360 |
|
|
2024
Q2 | $529K | Buy |
14,654
+7,383
| +102% | +$267K | 0.02% | 317 |
|
|
2024
Q1 | $274K | Buy |
+7,271
| New | +$274K | 0.02% | 330 |
|
|
2022
Q3 | – | Sell |
-10,221
| Closed | -$290K | – | 256 |
|
|
2022
Q2 | $290K | Sell |
10,221
-5,300
| -34% | -$150K | 0.03% | 201 |
|
|
2022
Q1 | $456K | Buy |
15,521
+375
| +2% | +$11K | 0.04% | 183 |
|
|
2021
Q4 | $403K | Buy |
15,146
+696
| +5% | +$18.5K | 0.03% | 185 |
|
|
2021
Q3 | $395K | Sell |
14,450
-2,330
| -14% | -$63.7K | 0.03% | 163 |
|
|
2021
Q2 | $443K | Buy |
+16,780
| New | +$443K | 0.04% | 95 |
|