Summit Securities Group’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.1K | Hold |
1,500
| – | – | 0.01% | 312 |
|
|
2025
Q1 | $72.8K | Sell |
1,500
-600
| -29% | -$29.1K | 0.01% | 159 |
|
|
2024
Q4 | $103K | Hold |
2,100
| – | – | 0.02% | 130 |
|
|
2024
Q3 | $130K | Buy |
+2,100
| New | +$130K | 0.03% | 90 |
|
|
2024
Q1 | – | Sell |
-1,700
| Closed | -$116K | – | 345 |
|
|
2023
Q4 | $116K | Sell |
1,700
-2,291
| -57% | -$156K | 0.01% | 158 |
|
|
2023
Q3 | $227K | Buy |
3,991
+1,391
| +54% | +$79.1K | 0.02% | 70 |
|
|
2023
Q2 | $155K | Sell |
2,600
-100
| -4% | -$5.96K | 0.02% | 149 |
|
|
2023
Q1 | $171K | Sell |
2,700
-1,900
| -41% | -$120K | 0.01% | 128 |
|
|
2022
Q4 | $285K | Sell |
4,600
-1,300
| -22% | -$80.5K | 0.01% | 256 |
|
|
2022
Q3 | $295K | Sell |
5,900
-400
| -6% | -$20K | 0.02% | 211 |
|
|
2022
Q2 | $354K | Sell |
6,300
-1,547
| -20% | -$86.9K | 0.04% | 127 |
|
|
2022
Q1 | $541K | Buy |
+7,847
| New | +$541K | 0.06% | 119 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 375 |
|
|
2021
Q3 | – | Sell |
-3,139
| Closed | -$204K | – | 339 |
|
|
2021
Q2 | $204K | Sell |
3,139
-6,726
| -68% | -$437K | 0.02% | 317 |
|
|
2021
Q1 | $611K | Buy |
+9,865
| New | +$611K | 0.07% | 127 |
|
|
2017
Q4 | – | Sell |
-10,650
| Closed | -$385K | – | 165 |
|
|
2017
Q3 | $385K | Buy |
+10,650
| New | +$385K | 0.07% | 68 |
|
|
2015
Q2 | – | Sell |
-946
| Closed | -$37K | – | 465 |
|
|
2015
Q1 | $37K | Buy |
946
+473
| +100% | +$18.5K | 0.03% | 200 |
|
|
2014
Q4 | $19K | Hold |
473
| – | – | 0.01% | 351 |
|
|
2014
Q3 | $24K | Buy |
+473
| New | +$24K | 0.01% | 418 |
|
|
2014
Q1 | – | Sell |
-4,731
| Closed | -$273K | – | 342 |
|
|
2013
Q4 | $273K | Hold |
4,731
| – | – | 0.05% | 144 |
|
|
2013
Q3 | $266K | Buy |
+4,731
| New | +$266K | 0.09% | 96 |
|