Jackson Grant Investment Advisers’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7K | Hold |
309
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $32.5K | Hold |
309
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $30.6K | Buy |
309
+40
| +15% | +$3.97K | 0.01% | 208 |
|
|
2024
Q3 | $28.3K | Hold |
269
| – | – | 0.01% | 209 |
|
|
2024
Q2 | $30.8K | Hold |
269
| – | – | 0.01% | 208 |
|
|
2024
Q1 | $34.2K | Hold |
269
| – | – | 0.01% | 198 |
|
|
2023
Q4 | $31.2K | Hold |
269
| – | – | 0.01% | 199 |
|
|
2023
Q3 | $32.2K | Hold |
269
| – | – | 0.02% | 193 |
|
|
2023
Q2 | $27.9K | Hold |
269
| – | – | 0.01% | 204 |
|
|
2023
Q1 | $26.7K | Buy |
269
+215
| +398% | +$21.3K | 0.01% | 232 |
|
|
2022
Q4 | $6.37K | Hold |
54
| – | – | ﹤0.01% | 300 |
|
|
2022
Q3 | $6K | Hold |
54
| – | – | ﹤0.01% | 315 |
|
|
2022
Q2 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 333 |
|