Valeo Financial Advisors’s BP BP Stock Holding History

Valeo Financial Advisors’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$917K	Sell	30,644 -1,140	-4%	-$34.1K	0.02%	323
2025 Q1	$1.07M	Sell	31,784 -7,461	-19%	-$252K	0.03%	252
2024 Q4	$1.16M	Sell	39,245 -15,007	-28%	-$444K	0.03%	227
2024 Q3	$1.7M	Buy	54,252 +7,444	+16%	+$234K	0.05%	174
2024 Q2	$1.69M	Sell	46,808 -2,847	-6%	-$103K	0.05%	165
2024 Q1	$1.95M	Buy	49,655 +4,557	+10%	+$179K	0.07%	146
2023 Q4	$1.6M	Sell	45,098 -6,366	-12%	-$225K	0.06%	162
2023 Q3	$1.99M	Sell	51,464 -9,853	-16%	-$382K	0.09%	125
2023 Q2	$1.82M	Sell	61,317 -8,659	-12%	-$257K	0.08%	133
2023 Q1	$2.28M	Sell	69,976 -11,629	-14%	-$380K	0.11%	112
2022 Q4	$2.51M	Buy	81,605 +1,049	+1%	+$32.3K	0.14%	95
2022 Q3	$2.02M	Buy	80,556 +9,801	+14%	+$246K	0.13%	102
2022 Q2	$2.01M	Buy	70,755 +10,441	+17%	+$296K	0.13%	101
2022 Q1	$1.77M	Sell	60,314 -12,632	-17%	-$371K	0.09%	127
2021 Q4	$1.94M	Buy	72,946 +2,050	+3%	+$54.6K	0.11%	112
2021 Q3	$1.94M	Buy	70,896 +1,948	+3%	+$53.3K	0.11%	109
2021 Q2	$1.82M	Sell	68,948 -3,310	-5%	-$87.5K	0.11%	111
2021 Q1	$1.76M	Sell	72,258 -812	-1%	-$19.8K	0.08%	126
2020 Q4	$1.5M	Buy	73,070 +8,856	+14%	+$182K	0.08%	128
2020 Q3	$1.12M	Buy	64,214 +9,693	+18%	+$169K	0.1%	120
2020 Q2	$1.27M	Buy	54,521 +544	+1%	+$12.7K	0.12%	108
2020 Q1	$1.34M	Buy	53,977 +22,641	+72%	+$563K	0.14%	97
2019 Q4	$1.18M	Sell	31,336 -1,258	-4%	-$47.5K	0.11%	120
2019 Q3	$1.24M	Sell	32,594 -2,895	-8%	-$110K	0.14%	103
2019 Q2	$1.46M	Sell	35,489 -155	-0.4%	-$6.36K	0.17%	92
2019 Q1	$1.53M	Buy	35,644 +1,851	+5%	+$79.6K	0.19%	87
2018 Q4	$1.24M	Sell	33,793 -218	-0.6%	-$8.01K	0.17%	96
2018 Q3	$1.41M	Sell	34,011 -555	-2%	-$23K	0.19%	90
2018 Q2	$1.39M	Sell	34,566 -3,300	-9%	-$133K	0.19%	86
2018 Q1	$1.43M	Sell	37,866 -759	-2%	-$28.6K	0.23%	77
2017 Q4	$1.49M	Buy	38,625 +5,352	+16%	+$206K	0.24%	71
2017 Q3	$1.15M	Buy	+33,273	New	+$1.15M	0.26%	77