Valley National Advisers’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Sell |
873
-500
| -36% | -$14.9K | ﹤0.01% | 455 |
|
|
2025
Q1 | $46K | Buy |
1,373
+300
| +28% | +$10.1K | 0.01% | 381 |
|
|
2024
Q4 | $31K | Sell |
1,073
-500
| -32% | -$14.4K | 0.01% | 400 |
|
|
2024
Q3 | $49K | Hold |
1,573
| – | – | 0.01% | 357 |
|
|
2024
Q2 | $56K | Hold |
1,573
| – | – | 0.01% | 375 |
|
|
2024
Q1 | $59K | Sell |
1,573
-150
| -9% | -$5.63K | 0.01% | 387 |
|
|
2023
Q4 | $60K | Sell |
1,723
-229
| -12% | -$7.97K | 0.01% | 377 |
|
|
2023
Q3 | $76K | Hold |
1,952
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $69K | Hold |
1,952
| – | – | 0.01% | 350 |
|
|
2023
Q1 | $78K | Sell |
1,952
-150
| -7% | -$5.99K | 0.01% | 327 |
|
|
2022
Q4 | $73K | Hold |
2,102
| – | – | 0.01% | 336 |
|
|
2022
Q3 | $64K | Buy |
2,102
+500
| +31% | +$15.2K | 0.01% | 344 |
|
|
2022
Q2 | $45K | Hold |
1,602
| – | – | 0.01% | 362 |
|
|
2022
Q1 | $47K | Buy |
1,602
+500
| +45% | +$14.7K | 0.01% | 379 |
|
|
2021
Q4 | $29K | Hold |
1,102
| – | – | 0.01% | 448 |
|
|
2021
Q3 | $30K | Hold |
1,102
| – | – | 0.01% | 410 |
|
|
2021
Q2 | $29K | Buy |
1,102
+150
| +16% | +$3.95K | 0.01% | 425 |
|
|
2021
Q1 | $23K | Hold |
952
| – | – | ﹤0.01% | 430 |
|
|
2020
Q4 | $20K | Sell |
952
-1,200
| -56% | -$25.2K | ﹤0.01% | 428 |
|
|
2020
Q3 | $38K | Sell |
2,152
-800
| -27% | -$14.1K | 0.01% | 309 |
|
|
2020
Q2 | $69K | Hold |
2,952
| – | – | 0.02% | 257 |
|
|
2020
Q1 | $72K | Buy |
2,952
+95
| +3% | +$2.32K | 0.02% | 244 |
|
|
2019
Q4 | $108K | Buy |
2,857
+155
| +6% | +$5.86K | 0.03% | 236 |
|
|
2019
Q3 | $103K | Sell |
2,702
-46
| -2% | -$1.75K | 0.03% | 239 |
|
|
2019
Q2 | $113K | Sell |
2,748
-146
| -5% | -$6K | 0.03% | 224 |
|
|
2019
Q1 | $124K | Buy |
2,894
+10
| +0.3% | +$428 | 0.04% | 217 |
|
|
2018
Q4 | $106K | Buy |
2,884
+578
| +25% | +$21.2K | 0.03% | 205 |
|
|
2018
Q3 | $102K | Buy |
2,306
+1,295
| +128% | +$57.3K | 0.04% | 214 |
|
|
2018
Q2 | $43K | Sell |
1,011
-14
| -1% | -$595 | 0.02% | 272 |
|
|
2018
Q1 | $39K | Sell |
1,025
-15
| -1% | -$571 | 0.01% | 272 |
|
|
2017
Q4 | $40K | Sell |
1,040
-16
| -2% | -$615 | 0.01% | 267 |
|
|
2017
Q3 | $37K | Sell |
1,056
-18
| -2% | -$631 | 0.01% | 268 |
|
|
2017
Q2 | $33K | Sell |
1,074
-402
| -27% | -$12.4K | 0.01% | 284 |
|
|
2017
Q1 | $44K | Sell |
1,476
-26
| -2% | -$775 | 0.02% | 250 |
|
|
2016
Q4 | $48K | Sell |
1,502
-28
| -2% | -$895 | 0.02% | 250 |
|
|
2016
Q3 | $45K | Buy |
1,530
+451
| +42% | +$13.3K | 0.02% | 233 |
|
|
2016
Q2 | $32K | Hold |
1,079
| – | – | 0.02% | 265 |
|
|
2016
Q1 | $27K | Buy |
1,079
+302
| +39% | +$7.56K | 0.01% | 274 |
|
|
2015
Q4 | $20K | Hold |
777
| – | – | 0.01% | 292 |
|
|
2015
Q3 | $20K | Hold |
777
| – | – | 0.01% | 294 |
|
|
2015
Q2 | $26K | Sell |
777
-11
| -1% | -$368 | 0.01% | 279 |
|
|
2015
Q1 | $26K | Buy |
788
+97
| +14% | +$3.2K | 0.02% | 275 |
|
|
2014
Q4 | $28K | Buy |
+691
| New | +$28K | 0.02% | 212 |
|