Capstone Financial Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,729
Closed -$201K 151
2023
Q4
$201K Buy
1,729
+1
+0.1% +$116 0.01% 135
2023
Q3
$207K Buy
+1,728
New +$207K 0.02% 124