Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s ConocoPhillips COP Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-146
Closed -$17.5K – 119
2023
Q3 		$17.5K Buy
+146
New +$17K ﹤0.01% 281

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Legacy Financial Group (Iowa)'s COP Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of ConocoPhillips (COP) in Q4 2023, closing a stake of 146 shares — an estimated $17.5K sold.

Legacy Financial Group (Iowa) first reported a position in COP in Q3 2023 and held it in 1 quarter. The position peaked at $17.5K in Q3 2023. 2,267 funds tracked by Wall St. Rank hold COP as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining ConocoPhillips position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 146 ConocoPhillips shares in Q4 2023, an estimated $17.5K.
  • Legacy Financial Group (Iowa) first reported a position in ConocoPhillips in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s ConocoPhillips position peaked at $17.5K in Q3 2023.
  • 2,267 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.