Atria Wealth Solutions’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Sell
22,435
-22,627
-50% -$2.04M 0.05% 416
2025
Q1
$4.73M Sell
45,062
-17,726
-28% -$1.86M 0.06% 349
2024
Q4
$6.23M Sell
62,788
-9,685
-13% -$960K 0.07% 293
2024
Q3
$7.63M Buy
72,473
+877
+1% +$92.3K 0.08% 252
2024
Q2
$8.19M Buy
71,596
+8,006
+13% +$916K 0.09% 225
2024
Q1
$8.09M Buy
63,590
+2,680
+4% +$341K 0.09% 233
2023
Q4
$7.07M Buy
60,910
+3,240
+6% +$376K 0.09% 231
2023
Q3
$6.91M Buy
57,670
+1,470
+3% +$176K 0.1% 215
2023
Q2
$5.83M Buy
56,200
+3,910
+7% +$405K 0.08% 246
2023
Q1
$5.2M Sell
52,290
-10,059
-16% -$1M 0.08% 254
2022
Q4
$7.36M Buy
62,349
+7,257
+13% +$857K 0.12% 185
2022
Q3
$5.65M Sell
55,092
-8,991
-14% -$921K 0.1% 210
2022
Q2
$5.77M Buy
64,083
+17,150
+37% +$1.54M 0.11% 190
2022
Q1
$4.7M Buy
+46,933
New +$4.7M 0.08% 267