First Foundation Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $617K | Buy |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $298K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $246K | Sell |
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|
2019
Q2 | $683K | Buy |
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|
2019
Q1 | $675K | Sell |
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|
2018
Q4 | $642K | Sell |
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|
2018
Q3 | $799K | Buy |
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|
2018
Q2 | $650K | Buy |
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|
2018
Q1 | $548K | Buy |
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|
2017
Q4 | $468K | Sell |
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|
2017
Q3 | $575K | Buy |
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|
2017
Q2 | $439K | Buy |
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|
2017
Q1 | $497K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $235K | Sell |
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|
2015
Q4 | $339K | Buy |
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|
2015
Q3 | $275K | Sell |
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|
2015
Q2 | $374K | Sell |
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|
2015
Q1 | $410K | Buy |
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|
2014
Q4 | $364K | Sell |
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|
2014
Q3 | $429K | Sell |
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|
2014
Q2 | $529K | Sell |
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|
2014
Q1 | $447K | Sell |
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|
2013
Q4 | $491K | Buy |
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|
2013
Q3 | $402K | Buy |
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|
2013
Q2 | $262K | Buy |
|