Forza Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
3,269
| – | – | 0.12% | 161 |
|
|
2025
Q1 | $343K | Sell |
3,269
-300
| -8% | -$31.5K | 0.15% | 140 |
|
|
2024
Q4 | $354K | Sell |
3,569
-47
| -1% | -$4.66K | 0.16% | 140 |
|
|
2024
Q3 | $381K | Buy |
3,616
+44
| +1% | +$4.63K | 0.17% | 138 |
|
|
2024
Q2 | $409K | Sell |
3,572
-150
| -4% | -$17.2K | 0.21% | 126 |
|
|
2024
Q1 | $474K | Hold |
3,722
| – | – | 0.25% | 115 |
|
|
2023
Q4 | $432K | Sell |
3,722
-3,680
| -50% | -$427K | 0.24% | 119 |
|
|
2023
Q3 | $887K | Sell |
7,402
-2,800
| -27% | -$335K | 0.46% | 68 |
|
|
2023
Q2 | $1.06M | Hold |
10,202
| – | – | 0.53% | 60 |
|
|
2023
Q1 | $1.01M | Buy |
+10,202
| New | +$1.01M | 0.52% | 65 |
|