AllGen Financial Advisors’s ConocoPhillips COP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,485	Closed	-$1.34M	–	35
2023 Q1	$1.34M	Buy	13,485 +961	+8%	+$95.3K	0.93%	28
2022 Q4	$1.48M	Buy	+12,524	New	+$1.48M	1.06%	26