IRON Financial’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
5,441
+20
+0.4% +$1.8K 0.25% 65
2025
Q1
$569K Buy
+5,421
New +$569K 0.32% 50
2024
Q3
Sell
-6,312
Closed -$722K 111
2024
Q2
$722K Buy
6,312
+73
+1% +$8.35K 0.4% 50
2024
Q1
$794K Buy
+6,239
New +$794K 0.44% 42