AG
Advocate Group’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
3,769
| – | – | 0.06% | 100 |
|
|
2025
Q1 | $396K | Sell |
3,769
-450
| -11% | -$47.3K | 0.07% | 94 |
|
|
2024
Q4 | $418K | Hold |
4,219
| – | – | 0.08% | 94 |
|
|
2024
Q3 | $444K | Hold |
4,219
| – | – | 0.08% | 95 |
|
|
2024
Q2 | $483K | Hold |
4,219
| – | – | 0.1% | 93 |
|
|
2024
Q1 | $537K | Hold |
4,219
| – | – | 0.11% | 94 |
|
|
2023
Q4 | $490K | Sell |
4,219
-7
| -0.2% | -$812 | 0.11% | 94 |
|
|
2023
Q3 | $506K | Sell |
4,226
-301
| -7% | -$36.1K | 0.12% | 94 |
|
|
2023
Q2 | $469K | Hold |
4,527
| – | – | 0.1% | 93 |
|
|
2023
Q1 | $449K | Sell |
4,527
-282
| -6% | -$28K | 0.1% | 97 |
|
|
2022
Q4 | $567K | Sell |
4,809
-931
| -16% | -$110K | 0.12% | 88 |
|
|
2022
Q3 | $587K | Hold |
5,740
| – | – | 0.15% | 83 |
|
|
2022
Q2 | $516K | Buy |
+5,740
| New | +$516K | 0.12% | 83 |
|