Kaufman Rossin Wealth’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
-4,143
Closed -$435K 158
2025
Q1
$435K Buy
+4,143
New +$435K 0.31% 51