United Capital Financial Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
11,969
-5,797
| -33% | -$279K | ﹤0.01% | 737 |
|
|
2025
Q1 | $862K | Buy |
17,766
+3,853
| +28% | +$187K | 0.01% | 597 |
|
|
2024
Q4 | $679K | Sell |
13,913
-1,391
| -9% | -$67.9K | 0.01% | 643 |
|
|
2024
Q3 | $951K | Sell |
15,304
-649
| -4% | -$40.3K | 0.01% | 554 |
|
|
2024
Q2 | $911K | Buy |
15,953
+335
| +2% | +$19.1K | 0.01% | 542 |
|
|
2024
Q1 | $901K | Sell |
15,618
-827
| -5% | -$47.7K | 0.01% | 575 |
|
|
2023
Q4 | $1.12M | Buy |
16,445
+12,892
| +363% | +$881K | 0.01% | 531 |
|
|
2023
Q3 | $202K | Sell |
3,553
-141
| -4% | -$8.02K | ﹤0.01% | 802 |
|
|
2023
Q2 | $220K | Sell |
3,694
-1,586
| -30% | -$94.6K | ﹤0.01% | 831 |
|
|
2023
Q1 | $335K | Sell |
5,280
-1,786
| -25% | -$113K | ﹤0.01% | 792 |
|
|
2022
Q4 | $438K | Sell |
7,066
-337
| -5% | -$20.9K | ﹤0.01% | 784 |
|
|
2022
Q3 | $370K | Buy |
7,403
+747
| +11% | +$37.3K | ﹤0.01% | 847 |
|
|
2022
Q2 | $374K | Sell |
6,656
-2,033
| -23% | -$114K | ﹤0.01% | 876 |
|
|
2022
Q1 | $599K | Buy |
8,689
+2,696
| +45% | +$186K | ﹤0.01% | 789 |
|
|
2021
Q4 | $323K | Buy |
5,993
+768
| +15% | +$41.4K | ﹤0.01% | 1002 |
|
|
2021
Q3 | $249K | Sell |
5,225
-76
| -1% | -$3.62K | ﹤0.01% | 1069 |
|
|
2021
Q2 | $344K | Buy |
5,301
+168
| +3% | +$10.9K | ﹤0.01% | 975 |
|
|
2021
Q1 | $318K | Sell |
5,133
-232
| -4% | -$14.4K | ﹤0.01% | 966 |
|
|
2020
Q4 | $313K | Sell |
5,365
-292
| -5% | -$17K | ﹤0.01% | 974 |
|
|
2020
Q3 | $261K | Buy |
5,657
+430
| +8% | +$19.8K | ﹤0.01% | 990 |
|
|
2020
Q2 | $232K | Buy |
+5,227
| New | +$232K | ﹤0.01% | 1050 |
|
|
2020
Q1 | – | Sell |
-22,001
| Closed | -$1.07M | – | 1199 |
|
|
2019
Q4 | $1.07M | Buy |
22,001
+14,699
| +201% | +$718K | 0.01% | 744 |
|
|
2019
Q3 | $322K | Sell |
7,302
-21,039
| -74% | -$928K | ﹤0.01% | 1049 |
|
|
2019
Q2 | $1.47M | Buy |
28,341
+3,228
| +13% | +$167K | 0.01% | 692 |
|
|
2019
Q1 | $1.23M | Sell |
25,113
-511
| -2% | -$24.9K | 0.01% | 719 |
|
|
2018
Q4 | $1.1M | Buy |
25,624
+3,364
| +15% | +$145K | 0.01% | 689 |
|
|
2018
Q3 | $990K | Sell |
22,260
-286
| -1% | -$12.7K | 0.01% | 783 |
|
|
2018
Q2 | $1.01M | Buy |
22,546
+4,065
| +22% | +$181K | 0.01% | 761 |
|
|
2018
Q1 | $732K | Buy |
18,481
+4,315
| +30% | +$171K | 0.01% | 856 |
|
|
2017
Q4 | $581K | Buy |
14,166
+3,240
| +30% | +$133K | ﹤0.01% | 920 |
|
|
2017
Q3 | $395K | Buy |
10,926
+3,478
| +47% | +$126K | ﹤0.01% | 1030 |
|
|
2017
Q2 | $236K | Buy |
7,448
+1,258
| +20% | +$39.9K | ﹤0.01% | 1153 |
|
|
2017
Q1 | $201K | Buy |
+6,190
| New | +$201K | ﹤0.01% | 1182 |
|
|
2015
Q3 | – | Sell |
-6,401
| Closed | -$232K | – | 1248 |
|
|
2015
Q2 | $232K | Sell |
6,401
-1,216
| -16% | -$44.1K | ﹤0.01% | 1142 |
|
|
2015
Q1 | $330K | Sell |
7,617
-1,797
| -19% | -$77.9K | ﹤0.01% | 1040 |
|
|
2014
Q4 | $377K | Buy |
9,414
+503
| +6% | +$20.1K | 0.01% | 903 |
|
|
2014
Q3 | $444K | Buy |
+8,911
| New | +$444K | 0.01% | 818 |
|
|
2014
Q2 | – | Sell |
-8,422
| Closed | -$483K | – | 801 |
|
|
2014
Q1 | $483K | Buy |
8,422
+2,840
| +51% | +$163K | 0.01% | 641 |
|
|
2013
Q4 | $322K | Sell |
5,582
-7,375
| -57% | -$425K | 0.01% | 518 |
|
|
2013
Q3 | $729K | Sell |
12,957
-5,606
| -30% | -$315K | 0.02% | 384 |
|
|
2013
Q2 | $905K | Buy |
+18,563
| New | +$905K | 0.02% | 418 |
|