Kingswood Wealth Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
3,779
-635
| -14% | -$57K | 0.03% | 532 |
|
|
2025
Q1 | $464K | Sell |
4,414
-2,546
| -37% | -$267K | 0.04% | 417 |
|
|
2024
Q4 | $690K | Sell |
6,960
-10,824
| -61% | -$1.07M | 0.05% | 355 |
|
|
2024
Q3 | $1.87M | Buy |
17,784
+1,962
| +12% | +$207K | 0.13% | 178 |
|
|
2024
Q2 | $1.81M | Buy |
15,822
+245
| +2% | +$28K | 0.16% | 124 |
|
|
2024
Q1 | $1.98M | Sell |
15,577
-1,224
| -7% | -$156K | 0.23% | 98 |
|
|
2023
Q4 | $1.95M | Sell |
16,801
-2,812
| -14% | -$326K | 0.22% | 105 |
|
|
2023
Q3 | $2.35M | Buy |
+19,613
| New | +$2.35M | 0.4% | 64 |
|