Yoffe Investment Management’s BP BP Stock Holding History

Yoffe Investment Management’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Hold	6,363	–	–	0.27%	103
2026 Q1	$299K	Hold	6,363	–	–	0.38%	87
2025 Q4	$221K	Hold	6,363	–	–	0.28%	108
2025 Q3	$219K	Buy	+6,363	New	+$213K	0.29%	106
2025 Q2	–	Sell	-6,363	Closed	-$215K	–	116
2025 Q1	$215K	Buy	+6,363	New	+$208K	0.32%	107

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Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return