GoalVest Advisory’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-82
| Closed | -$8.61K | – | 396 |
|
|
2025
Q1 | $8.61K | Sell |
82
-236
| -74% | -$24.8K | ﹤0.01% | 277 |
|
|
2024
Q4 | $31.5K | Buy |
318
+48
| +18% | +$4.76K | 0.01% | 216 |
|
|
2024
Q3 | $28.4K | Hold |
270
| – | – | 0.01% | 236 |
|
|
2024
Q2 | $30.9K | Sell |
270
-23
| -8% | -$2.63K | 0.01% | 200 |
|
|
2024
Q1 | $37.3K | Sell |
293
-333
| -53% | -$42.4K | 0.01% | 215 |
|
|
2023
Q4 | $72.7K | Sell |
626
-797
| -56% | -$92.5K | 0.03% | 113 |
|
|
2023
Q3 | $170K | Buy |
1,423
+398
| +39% | +$47.7K | 0.09% | 77 |
|
|
2023
Q2 | $106K | Buy |
1,025
+830
| +426% | +$86K | 0.05% | 94 |
|
|
2023
Q1 | $19.3K | Hold |
195
| – | – | 0.01% | 161 |
|
|
2022
Q4 | $23K | Hold |
195
| – | – | 0.01% | 151 |
|
|
2022
Q3 | $20K | Sell |
195
-866
| -82% | -$88.8K | 0.01% | 155 |
|
|
2022
Q2 | $90K | Buy |
1,061
+866
| +444% | +$73.5K | 0.06% | 134 |
|
|
2022
Q1 | $20K | Buy |
+195
| New | +$20K | 0.01% | 195 |
|