Legend Financial 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 | $61.8K | Buy |
+689
| New | +$61.8K | 0.04% | 50 |
|
|
2025
Q1 | – | Sell |
-689
| Closed | -$68.3K | – | 77 |
|
|
2024
Q4 | $68.3K | Sell |
689
-44
| -6% | -$4.36K | 0.05% | 46 |
|
|
2024
Q3 | $77.2K | Hold |
733
| – | – | 0.05% | 42 |
|
|
2024
Q2 | $83.8K | Hold |
733
| – | – | 0.06% | 50 |
|
|
2024
Q1 | $93.3K | Sell |
733
-125
| -15% | -$15.9K | 0.07% | 48 |
|
|
2023
Q4 | $99.6K | Hold |
858
| – | – | 0.08% | 45 |
|
|
2023
Q3 | $103K | Hold |
858
| – | – | 0.09% | 51 |
|
|
2023
Q2 | $88.9K | Hold |
858
| – | – | 0.07% | 52 |
|
|
2023
Q1 | $85.1K | Hold |
858
| – | – | 0.07% | 49 |
|
|
2022
Q4 | $101K | Sell |
858
-250
| -23% | -$29.5K | 0.09% | 51 |
|
|
2022
Q3 | $113K | Buy |
+1,108
| New | +$113K | 0.11% | 44 |
|