XML Financial’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,691
| Closed | -$272K | – | 341 |
|
|
2023
Q4 | $272K | Sell |
7,691
-991
| -11% | -$35.1K | 0.03% | 275 |
|
|
2023
Q3 | $336K | Sell |
8,682
-36
| -0.4% | -$1.39K | 0.04% | 245 |
|
|
2023
Q2 | $308K | Sell |
8,718
-750
| -8% | -$26.5K | 0.04% | 268 |
|
|
2023
Q1 | $359K | Hold |
9,468
| – | – | 0.04% | 246 |
|
|
2022
Q4 | $331K | Sell |
9,468
-341
| -3% | -$11.9K | 0.04% | 243 |
|
|
2022
Q3 | $280K | Buy |
+9,809
| New | +$280K | 0.04% | 258 |
|
|
2022
Q2 | – | Sell |
-10,377
| Closed | -$305K | – | 246 |
|
|
2022
Q1 | $305K | Buy |
10,377
+1,322
| +15% | +$38.9K | 0.04% | 258 |
|
|
2021
Q4 | $241K | Sell |
9,055
-30,483
| -77% | -$811K | 0.03% | 284 |
|
|
2021
Q3 | $1.08M | Buy |
39,538
+3,162
| +9% | +$86.5K | 0.14% | 141 |
|
|
2021
Q2 | $961K | Sell |
36,376
-654
| -2% | -$17.3K | 0.21% | 90 |
|
|
2021
Q1 | $902K | Sell |
37,030
-466
| -1% | -$11.4K | 0.22% | 93 |
|
|
2020
Q4 | $769K | Sell |
37,496
-78,066
| -68% | -$1.6M | 0.2% | 98 |
|
|
2020
Q3 | $2.02M | Sell |
115,562
-15,873
| -12% | -$277K | 0.63% | 39 |
|
|
2020
Q2 | $3.07M | Buy |
131,435
+2,189
| +2% | +$51K | 1.06% | 26 |
|
|
2020
Q1 | $3.15M | Buy |
129,246
+11,782
| +10% | +$287K | 1.36% | 24 |
|
|
2019
Q4 | $4.43M | Buy |
+117,464
| New | +$4.43M | 1.61% | 18 |
|