Lake Street Private Wealth’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $304K | Buy |
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|
2025
Q3 | $292K | Buy |
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|
2025
Q2 | $262K | Buy |
|
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.21M | Buy |
|
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|
2024
Q1 | $543K | Sell |
|
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|
2023
Q4 | $507K | Sell |
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|
2023
Q3 | $606K | Sell |
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|
2023
Q2 | $541K | Sell |
|
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|
2023
Q1 | $531K | Sell |
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|
2022
Q4 | $772K | Buy |
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|
2022
Q3 | $668K | Sell |
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|
2022
Q2 | $594K | Sell |
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|
2022
Q1 | $712K | Buy |
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|
2021
Q4 | $470K | Buy |
|