Sutton Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $21.6K | Hold |
559
| – | – | 0.01% | 350 |
|
|
2023
Q2 | $19.7K | Buy |
+559
| New | +$19.7K | 0.01% | 355 |
|
|
2022
Q4 | – | Sell |
-2,115
| Closed | -$60.4K | – | 1669 |
|
|
2022
Q3 | $60.4K | Buy |
+2,115
| New | +$60.4K | 0.02% | 339 |
|
|
2020
Q2 | – | Sell |
-7,423
| Closed | -$181K | – | 1216 |
|
|
2020
Q1 | $181K | Hold |
7,423
| – | – | 0.11% | 137 |
|
|
2019
Q4 | $280K | Hold |
7,423
| – | – | 0.14% | 115 |
|
|
2019
Q3 | $282K | Sell |
7,423
-125
| -2% | -$4.75K | 0.16% | 111 |
|
|
2019
Q2 | $310K | Hold |
7,548
| – | – | 0.18% | 100 |
|
|
2019
Q1 | $325K | Sell |
7,548
-111
| -1% | -$4.77K | 0.19% | 96 |
|
|
2018
Q4 | $281K | Sell |
7,659
-116
| -1% | -$4.26K | 0.18% | 97 |
|
|
2018
Q3 | $342K | Sell |
7,775
-234
| -3% | -$10.3K | 0.22% | 81 |
|
|
2018
Q2 | $344K | Sell |
8,009
-529
| -6% | -$22.7K | 0.24% | 69 |
|
|
2018
Q1 | $322K | Sell |
8,538
-128
| -1% | -$4.82K | 0.23% | 74 |
|
|
2017
Q4 | $333K | Sell |
8,666
-131
| -1% | -$5.04K | 0.24% | 74 |
|
|
2017
Q3 | $305K | Sell |
8,797
-151
| -2% | -$5.23K | 0.23% | 78 |
|
|
2017
Q2 | $275K | Buy |
8,948
+7,216
| +417% | +$222K | 0.22% | 78 |
|
|
2017
Q1 | $52.1K | Sell |
1,732
-31
| -2% | -$933 | 0.04% | 255 |
|
|
2016
Q4 | $56.4K | Sell |
1,763
-32
| -2% | -$1.03K | 0.05% | 246 |
|
|
2016
Q3 | $53.1K | Hold |
1,795
| – | – | 0.05% | 246 |
|
|
2016
Q2 | $53.6K | Hold |
1,795
| – | – | 0.05% | 239 |
|
|
2016
Q1 | $45.6K | Buy |
+1,795
| New | +$45.6K | 0.04% | 261 |
|