SVB Wealth’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
16,687
-2,473
| -13% | -$74K | 0.03% | 296 |
|
|
2025
Q1 | $647K | Sell |
19,160
-720
| -4% | -$24.3K | 0.03% | 189 |
|
|
2024
Q4 | $588K | Buy |
+19,880
| New | +$588K | 0.01% | 399 |
|
|
2024
Q3 | – | Sell |
-22,182
| Closed | -$801K | – | 95 |
|
|
2024
Q2 | $801K | Sell |
22,182
-3,127
| -12% | -$113K | 0.02% | 357 |
|
|
2024
Q1 | $954K | Sell |
25,309
-604
| -2% | -$22.8K | 0.02% | 356 |
|
|
2023
Q4 | $917K | Sell |
25,913
-18
| -0.1% | -$637 | 0.02% | 350 |
|
|
2023
Q3 | $1M | Sell |
25,931
-2,370
| -8% | -$91.8K | 0.02% | 320 |
|
|
2023
Q2 | $999K | Sell |
28,301
-1,758
| -6% | -$62K | 0.02% | 345 |
|
|
2023
Q1 | $1.14M | Buy |
30,059
+2,874
| +11% | +$109K | 0.02% | 352 |
|
|
2022
Q4 | $950K | Sell |
27,185
-1,289
| -5% | -$45K | 0.01% | 412 |
|
|
2022
Q3 | $814K | Buy |
28,474
+2,227
| +8% | +$63.7K | 0.01% | 410 |
|
|
2022
Q2 | $744K | Buy |
26,247
+4,504
| +21% | +$128K | 0.01% | 373 |
|
|
2022
Q1 | $639K | Buy |
21,743
+254
| +1% | +$7.47K | 0.01% | 400 |
|
|
2021
Q4 | $572K | Sell |
21,489
-1,913
| -8% | -$50.9K | 0.01% | 415 |
|
|
2021
Q3 | $640K | Sell |
23,402
-30,595
| -57% | -$837K | 0.01% | 522 |
|
|
2021
Q2 | $1.43M | Sell |
53,997
-7,081
| -12% | -$187K | 0.02% | 315 |
|
|
2021
Q1 | $1.49M | Buy |
61,078
+2,456
| +4% | +$59.8K | 0.02% | 281 |
|
|
2020
Q4 | $1.2M | Buy |
58,622
+5,768
| +11% | +$118K | 0.02% | 300 |
|
|
2020
Q3 | $922K | Sell |
52,854
-7,801
| -13% | -$136K | 0.02% | 306 |
|
|
2020
Q2 | $1.41M | Buy |
60,655
+6,755
| +13% | +$157K | 0.03% | 234 |
|
|
2020
Q1 | $1.32M | Sell |
53,900
-3,056
| -5% | -$74.6K | 0.03% | 213 |
|
|
2019
Q4 | $2.15M | Sell |
56,956
-1,315
| -2% | -$49.6K | 0.04% | 208 |
|
|
2019
Q3 | $2.21M | Sell |
58,271
-371
| -0.6% | -$14.1K | 0.04% | 191 |
|
|
2019
Q2 | $2.4M | Buy |
58,642
+16
| +0% | +$656 | 0.08% | 190 |
|
|
2019
Q1 | $2.52M | Sell |
58,626
-40,122
| -41% | -$1.72M | 0.1% | 139 |
|
|
2018
Q4 | $3.63M | Sell |
98,748
-4,621
| -4% | -$170K | 0.15% | 108 |
|
|
2018
Q3 | $4.55M | Buy |
103,369
+27,234
| +36% | +$1.2M | 0.16% | 110 |
|
|
2018
Q2 | $3.27M | Sell |
76,135
-1,447
| -2% | -$62.2K | 0.13% | 121 |
|
|
2018
Q1 | $2.92M | Buy |
77,582
+503
| +0.7% | +$18.9K | 0.11% | 138 |
|
|
2017
Q4 | $2.97M | Sell |
77,079
-4,621
| -6% | -$178K | 0.11% | 139 |
|
|
2017
Q3 | $2.83M | Sell |
81,700
-3,817
| -4% | -$132K | 0.11% | 146 |
|
|
2017
Q2 | $2.63M | Sell |
85,517
-2,846
| -3% | -$87.4K | 0.1% | 162 |
|
|
2017
Q1 | $2.66M | Sell |
88,363
-3,173
| -3% | -$95.5K | 0.11% | 155 |
|
|
2016
Q4 | $2.93M | Sell |
91,536
-365
| -0.4% | -$11.7K | 0.12% | 141 |
|
|
2016
Q3 | $2.72M | Sell |
91,901
-9,465
| -9% | -$280K | 0.11% | 161 |
|
|
2016
Q2 | $3.03M | Buy |
101,366
+17,185
| +20% | +$514K | 0.12% | 154 |
|
|
2016
Q1 | $2.14M | Sell |
84,181
-1,397
| -2% | -$35.5K | 0.09% | 185 |
|
|
2015
Q4 | $2.25M | Sell |
85,578
-20,544
| -19% | -$540K | 0.09% | 192 |
|
|
2015
Q3 | $2.73M | Buy |
106,122
+3,386
| +3% | +$87.1K | 0.11% | 175 |
|
|
2015
Q2 | $3.45M | Buy |
102,736
+50,193
| +96% | +$1.69M | 0.11% | 168 |
|
|
2015
Q1 | $1.71M | Sell |
52,543
-3,139
| -6% | -$102K | 0.06% | 256 |
|
|
2014
Q4 | $1.76M | Buy |
+55,682
| New | +$1.76M | 0.06% | 250 |
|