tru Independence’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-113,240
| Closed | -$3.93M | – | 106 |
|
|
2025
Q4 | $3.93M | Sell |
113,240
-510
| -0.4% | -$17.9K | 0.99% | 44 |
|
|
2025
Q3 | $3.92M | Buy |
113,750
+1,260
| +1% | +$42.2K | 1.02% | 46 |
|
|
2025
Q2 | $3.37M | Buy |
112,490
+3,058
| +3% | +$89.7K | 0.97% | 45 |
|
|
2025
Q1 | $3.7M | Buy |
109,432
+6,975
| +7% | +$228K | 1.15% | 42 |
|
|
2024
Q4 | $3.03M | Sell |
102,457
-2,564
| -2% | -$77K | 0.95% | 45 |
|
|
2024
Q3 | $3.3M | Buy |
105,021
+1,216
| +1% | +$41.1K | 0.97% | 49 |
|
|
2024
Q2 | $3.75M | Sell |
103,805
-815
| -0.8% | -$30.5K | 1.13% | 48 |
|
|
2024
Q1 | $3.94M | Sell |
104,620
-271
| -0.3% | -$9.72K | 1.16% | 47 |
|
|
2023
Q4 | $3.71M | Sell |
104,891
-3,133
| -3% | -$115K | 1.13% | 47 |
|
|
2023
Q3 | $4.18M | Sell |
108,024
-1,466
| -1% | -$54.4K | 1.45% | 34 |
|
|
2023
Q2 | $3.86M | Buy |
109,490
+1,712
| +2% | +$63.4K | 1.27% | 39 |
|
|
2023
Q1 | $4.09M | Sell |
107,778
-9,380
| -8% | -$350K | 1.32% | 39 |
|
|
2022
Q4 | $4.09M | Sell |
117,158
-3,874
| -3% | -$129K | 1.33% | 43 |
|
|
2022
Q3 | $3.46M | Sell |
121,032
-3,450
| -3% | -$103K | 1.22% | 46 |
|
|
2022
Q2 | $3.53M | Sell |
124,482
-10,886
| -8% | -$334K | 1.13% | 47 |
|
|
2022
Q1 | $3.98M | Sell |
135,368
-542
| -0.4% | -$16.5K | 1.08% | 48 |
|
|
2021
Q4 | $3.62M | Buy |
135,910
+1,367
| +1% | +$37.9K | 0.99% | 51 |
|
|
2021
Q3 | $3.68M | Buy |
134,543
+1,932
| +1% | +$48.4K | 1.03% | 53 |
|
|
2021
Q2 | $3.5M | Buy |
132,611
+5,698
| +4% | +$149K | 1.03% | 51 |
|
|
2021
Q1 | $3.09M | Buy |
126,913
+126,209
| +17,927% | +$3.04M | 0.58% | 65 |
|
|
2020
Q4 | $14 | Sell |
704
-152,581
| -100% | -$2.88M | ﹤0.01% | 558 |
|
|
2020
Q3 | $2.68M | Sell |
153,285
-16,681
| -10% | -$361K | 0.76% | 53 |
|
|
2020
Q2 | $3.96K | Buy |
169,966
+9,752
| +6% | +$234K | 0.57% | 42 |
|
|
2020
Q1 | $3.91K | Sell |
160,214
-134,095
| -46% | -$4.34M | 0.64% | 35 |
|
|
2019
Q4 | $8.97M | Buy |
+294,309
| New | +$11.2M | 1.29% | 18 |
|
Other funds holding BP
