Golden State 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 | $313K | Sell |
3,490
-143
| -4% | -$12.8K | 0.04% | 296 |
|
|
2025
Q1 | $382K | Sell |
3,633
-81
| -2% | -$8.51K | 0.06% | 249 |
|
|
2024
Q4 | $368K | Buy |
+3,714
| New | +$368K | 0.06% | 243 |
|
|
2022
Q1 | – | Sell |
-4,023
| Closed | -$290K | – | 315 |
|
|
2021
Q4 | $290K | Buy |
+4,023
| New | +$290K | 0.05% | 290 |
|
|
2020
Q4 | – | Sell |
-2,694
| Closed | -$88K | – | 260 |
|
|
2020
Q3 | $88K | Buy |
+2,694
| New | +$88K | 0.03% | 273 |
|
|
2020
Q2 | – | Sell |
-3,572
| Closed | -$110K | – | 302 |
|
|
2020
Q1 | $110K | Buy |
+3,572
| New | +$110K | 0.05% | 235 |
|
|
2019
Q4 | – | Sell |
-4,447
| Closed | -$253K | – | 207 |
|
|
2019
Q3 | $253K | Buy |
4,447
+58
| +1% | +$3.3K | 0.08% | 175 |
|
|
2019
Q2 | $267K | Buy |
4,389
+1,247
| +40% | +$75.9K | 0.08% | 182 |
|
|
2019
Q1 | $210K | Buy |
+3,142
| New | +$210K | 0.07% | 219 |
|