Summit Global Investments’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,866
| Closed | -$455K | – | 510 |
|
|
2023
Q4 | $455K | Sell |
12,866
-156
| -1% | -$5.52K | 0.03% | 345 |
|
|
2023
Q3 | $504K | Buy |
+13,022
| New | +$504K | 0.03% | 339 |
|
|
2020
Q1 | – | Sell |
-23,420
| Closed | -$884K | – | 224 |
|
|
2019
Q4 | $884K | Buy |
23,420
+1,755
| +8% | +$66.2K | 0.1% | 164 |
|
|
2019
Q3 | $823K | Buy |
21,665
+5,334
| +33% | +$203K | 0.1% | 182 |
|
|
2019
Q2 | $670K | Buy |
16,331
+1,658
| +11% | +$68K | 0.08% | 234 |
|
|
2019
Q1 | $631K | Buy |
+14,673
| New | +$631K | 0.08% | 235 |
|