LFA
Legacy Financial Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
16,347
+10,517
| +180% | +$944K | 0.23% | 73 |
|
|
2025
Q1 | $612K | Sell |
5,830
-1,996
| -26% | -$210K | 0.1% | 167 |
|
|
2024
Q4 | $776K | Buy |
7,826
+858
| +12% | +$85.1K | 0.13% | 132 |
|
|
2024
Q3 | $734K | Buy |
6,968
+179
| +3% | +$18.8K | 0.12% | 146 |
|
|
2024
Q2 | $776K | Buy |
6,789
+35
| +0.5% | +$4K | 0.14% | 119 |
|
|
2024
Q1 | $860K | Sell |
6,754
-103
| -2% | -$13.1K | 0.15% | 107 |
|
|
2023
Q4 | $796K | Buy |
6,857
+394
| +6% | +$45.7K | 0.15% | 107 |
|
|
2023
Q3 | $774K | Buy |
6,463
+451
| +8% | +$54K | 0.15% | 84 |
|
|
2023
Q2 | $623K | Sell |
6,012
-14
| -0.2% | -$1.45K | 0.12% | 107 |
|
|
2023
Q1 | $598K | Buy |
6,026
+252
| +4% | +$25K | 0.12% | 103 |
|
|
2022
Q4 | $681K | Buy |
5,774
+1,614
| +39% | +$190K | 0.15% | 82 |
|
|
2022
Q3 | $426K | Buy |
4,160
+508
| +14% | +$52K | 0.1% | 112 |
|
|
2022
Q2 | $328K | Sell |
3,652
-331
| -8% | -$29.7K | 0.08% | 137 |
|
|
2022
Q1 | $398K | Buy |
3,983
+158
| +4% | +$15.8K | 0.09% | 126 |
|
|
2021
Q4 | $276K | Buy |
3,825
+410
| +12% | +$29.6K | 0.06% | 156 |
|
|
2021
Q3 | $231K | Buy |
+3,415
| New | +$231K | 0.06% | 159 |
|
|
2019
Q2 | – | Sell |
-1,949
| Closed | -$130K | – | 286 |
|
|
2019
Q1 | $130K | Buy |
1,949
+182
| +10% | +$12.1K | 0.04% | 137 |
|
|
2018
Q4 | $110K | Sell |
1,767
-101
| -5% | -$6.29K | 0.04% | 138 |
|
|
2018
Q3 | $144K | Buy |
1,868
+282
| +18% | +$21.7K | 0.05% | 132 |
|
|
2018
Q2 | $114K | Buy |
1,586
+63
| +4% | +$4.53K | 0.04% | 155 |
|
|
2018
Q1 | $94K | Sell |
1,523
-971
| -39% | -$59.9K | 0.04% | 172 |
|
|
2017
Q4 | $136K | Buy |
+2,494
| New | +$136K | 0.06% | 149 |
|