Toth Financial Advisory’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
3,782
| – | – | 0.01% | 236 |
|
|
2025
Q1 | $128K | Buy |
3,782
+600
| +19% | +$20.3K | 0.02% | 226 |
|
|
2024
Q4 | $94.1K | Buy |
3,182
+1,000
| +46% | +$29.6K | 0.01% | 242 |
|
|
2024
Q3 | $68.5K | Hold |
2,182
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $78.8K | Hold |
2,182
| – | – | 0.01% | 256 |
|
|
2024
Q1 | $82.2K | Buy |
2,182
+151
| +7% | +$5.69K | 0.01% | 252 |
|
|
2023
Q4 | $71.9K | Buy |
2,031
+81
| +4% | +$2.87K | 0.01% | 262 |
|
|
2023
Q3 | $75.5K | Hold |
1,950
| – | – | 0.01% | 236 |
|
|
2023
Q2 | $68.8K | Hold |
1,950
| – | – | 0.01% | 240 |
|
|
2023
Q1 | $74K | Hold |
1,950
| – | – | 0.01% | 243 |
|
|
2022
Q4 | $68.1K | Hold |
1,950
| – | – | 0.01% | 250 |
|
|
2022
Q3 | $56K | Hold |
1,950
| – | – | 0.01% | 261 |
|
|
2022
Q2 | $55K | Sell |
1,950
-573
| -23% | -$16.2K | 0.01% | 256 |
|
|
2022
Q1 | $74K | Buy |
2,523
+561
| +29% | +$16.5K | 0.01% | 253 |
|
|
2021
Q4 | $52K | Buy |
1,962
+12
| +0.6% | +$318 | 0.01% | 296 |
|
|
2021
Q3 | $53K | Sell |
1,950
-79
| -4% | -$2.15K | 0.01% | 303 |
|
|
2021
Q2 | $54K | Buy |
2,029
+1,779
| +712% | +$47.3K | 0.01% | 278 |
|
|
2021
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 491 |
|
|
2020
Q4 | $5K | Sell |
250
-50
| -17% | -$1K | ﹤0.01% | 452 |
|
|
2020
Q3 | $5K | Sell |
300
-200
| -40% | -$3.33K | ﹤0.01% | 417 |
|
|
2020
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 328 |
|
|
2020
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 258 |
|
|
2019
Q4 | $19K | Hold |
500
| – | – | ﹤0.01% | 257 |
|
|
2019
Q3 | $19K | Sell |
500
-8
| -2% | -$304 | ﹤0.01% | 277 |
|
|
2019
Q2 | $21K | Hold |
508
| – | – | ﹤0.01% | 272 |
|
|
2019
Q1 | $22K | Sell |
508
-421
| -45% | -$18.2K | 0.01% | 258 |
|
|
2018
Q4 | $34K | Sell |
929
-433
| -32% | -$15.8K | 0.01% | 208 |
|
|
2018
Q3 | $60K | Sell |
1,362
-19
| -1% | -$837 | 0.01% | 200 |
|
|
2018
Q2 | $59K | Sell |
1,381
-18
| -1% | -$769 | 0.01% | 202 |
|
|
2018
Q1 | $53K | Sell |
1,399
-21
| -1% | -$796 | 0.01% | 208 |
|
|
2017
Q4 | $55K | Buy |
+1,420
| New | +$55K | 0.01% | 203 |
|