LIA
LBMC Investment Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Buy |
6,593
+3
| +0% | +$269 | 0.04% | 113 |
|
|
2025
Q1 | $692K | Buy |
6,590
+525
| +9% | +$55.1K | 0.05% | 100 |
|
|
2024
Q4 | $601K | Buy |
6,065
+258
| +4% | +$25.6K | 0.05% | 104 |
|
|
2024
Q3 | $611K | Buy |
5,807
+2
| +0% | +$211 | 0.05% | 102 |
|
|
2024
Q2 | $664K | Buy |
5,805
+2
| +0% | +$229 | 0.06% | 91 |
|
|
2024
Q1 | $739K | Sell |
5,803
-810
| -12% | -$103K | 0.06% | 91 |
|
|
2023
Q4 | $768K | Buy |
6,613
+137
| +2% | +$15.9K | 0.07% | 76 |
|
|
2023
Q3 | $762K | Buy |
6,476
+1
| +0% | +$118 | 0.08% | 72 |
|
|
2023
Q2 | $671K | Buy |
6,475
+2
| +0% | +$207 | 0.07% | 80 |
|
|
2023
Q1 | $642K | Buy |
6,473
+2
| +0% | +$198 | 0.06% | 78 |
|
|
2022
Q4 | $764K | Buy |
6,471
+1
| +0% | +$118 | 0.08% | 68 |
|
|
2022
Q3 | $662K | Buy |
6,470
+1
| +0% | +$102 | 0.08% | 64 |
|
|
2022
Q2 | $581K | Buy |
6,469
+2
| +0% | +$180 | 0.06% | 73 |
|
|
2022
Q1 | $647K | Buy |
6,467
+2
| +0% | +$200 | 0.06% | 77 |
|
|
2021
Q4 | $467K | Buy |
6,465
+5,440
| +531% | +$393K | 0.04% | 98 |
|
|
2021
Q3 | $438 | Sell |
1,025
-5,435
| -84% | -$2.32K | 0.04% | 98 |
|
|
2021
Q2 | $393K | Buy |
6,460
+2
| +0% | +$122 | 0.04% | 106 |
|
|
2021
Q1 | $342K | Buy |
6,458
+3
| +0% | +$159 | 0.04% | 99 |
|
|
2020
Q4 | $258K | Buy |
6,455
+3
| +0% | +$120 | 0.03% | 108 |
|
|
2020
Q3 | $212K | Buy |
6,452
+4
| +0.1% | +$131 | 0.03% | 112 |
|
|
2020
Q2 | $271K | Buy |
+6,448
| New | +$271K | 0.04% | 80 |
|
|
2020
Q1 | – | Sell |
-4,953
| Closed | -$322K | – | 94 |
|
|
2019
Q4 | $322K | Buy |
4,953
+47
| +1% | +$3.06K | 0.05% | 75 |
|
|
2019
Q3 | $280K | Buy |
4,906
+2
| +0% | +$114 | 0.04% | 77 |
|
|
2019
Q2 | $299K | Buy |
4,904
+1
| +0% | +$61 | 0.05% | 75 |
|
|
2019
Q1 | $327K | Sell |
4,903
-588
| -11% | -$39.2K | 0.05% | 69 |
|
|
2018
Q4 | $342K | Sell |
5,491
-476
| -8% | -$29.6K | 0.06% | 63 |
|
|
2018
Q3 | $462K | Buy |
5,967
+2
| +0% | +$155 | 0.07% | 61 |
|
|
2018
Q2 | $415K | Buy |
+5,965
| New | +$415K | 0.07% | 65 |
|