Vishria Bird Financial Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-139,242
| Closed | -$4.7M | – | 90 |
|
|
2025
Q1 | $4.7M | Sell |
139,242
-6,074
| -4% | -$205K | 1.6% | 20 |
|
|
2024
Q4 | $4.3M | Sell |
145,316
-595
| -0.4% | -$17.6K | 1.51% | 20 |
|
|
2024
Q3 | $4.58M | Sell |
145,911
-376
| -0.3% | -$11.8K | 1.74% | 19 |
|
|
2024
Q2 | $5.28M | Sell |
146,287
-1,261
| -0.9% | -$45.5K | 2.22% | 17 |
|
|
2024
Q1 | $5.56M | Buy |
147,548
+576
| +0.4% | +$21.7K | 2.38% | 17 |
|
|
2023
Q4 | $5.2M | Sell |
146,972
-2,553
| -2% | -$90.4K | 2.46% | 16 |
|
|
2023
Q3 | $5.79M | Hold |
149,525
| – | – | 3.28% | 12 |
|
|
2023
Q2 | $5.28M | Sell |
149,525
-243
| -0.2% | -$8.58K | 3.14% | 12 |
|
|
2023
Q1 | $5.68M | Sell |
149,768
-14,534
| -9% | -$551K | 3.64% | 11 |
|
|
2022
Q4 | $5.74M | Sell |
164,302
-523
| -0.3% | -$18.3K | 4% | 11 |
|
|
2022
Q3 | $4.71M | Sell |
164,825
-788
| -0.5% | -$22.5K | 3.17% | 13 |
|
|
2022
Q2 | $4.7M | Sell |
165,613
-1,173
| -0.7% | -$33.3K | 3.12% | 14 |
|
|
2022
Q1 | $4.9M | Sell |
166,786
-250
| -0.1% | -$7.35K | 2.71% | 14 |
|
|
2021
Q4 | $4.45M | Sell |
167,036
-1,011
| -0.6% | -$26.9K | 2.07% | 18 |
|
|
2021
Q3 | $4.59M | Buy |
168,047
+300
| +0.2% | +$8.2K | 2.41% | 15 |
|
|
2021
Q2 | $4.43M | Sell |
167,747
-4,714
| -3% | -$125K | 2.18% | 18 |
|
|
2021
Q1 | $4.2M | Buy |
172,461
+796
| +0.5% | +$19.4K | 2.32% | 18 |
|
|
2020
Q4 | $3.52M | Buy |
+171,665
| New | +$3.52M | 2.01% | 20 |
|