Keystone Financial Services (Colorado)’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $847K | Buy |
9,443
+3,855
| +69% | +$346K | 0.29% | 45 |
|
2025
Q1 | $587K | Buy |
5,588
+458
| +9% | +$48.1K | 0.22% | 56 |
|
2024
Q4 | $509K | Buy |
5,130
+422
| +9% | +$41.9K | 0.19% | 54 |
|
2024
Q3 | $496K | Buy |
4,708
+893
| +23% | +$94K | 0.19% | 54 |
|
2024
Q2 | $436K | Buy |
3,815
+562
| +17% | +$64.3K | 0.18% | 56 |
|
2024
Q1 | $414K | Buy |
3,253
+2
| +0.1% | +$255 | 0.18% | 60 |
|
2023
Q4 | $377K | Buy |
3,251
+62
| +2% | +$7.2K | 0.18% | 56 |
|
2023
Q3 | $382K | Buy |
+3,189
| New | +$382K | 0.2% | 52 |
|