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 |
|