Leo Wealth LLC’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $359K | Buy |
+3,999
| New | +$359K | 0.03% | 279 |
|
2025
Q1 | – | Sell |
-10,096
| Closed | -$1M | – | 295 |
|
2024
Q4 | $1M | Buy |
10,096
+5,216
| +107% | +$517K | 0.09% | 157 |
|
2024
Q3 | $514K | Sell |
4,880
-1,443
| -23% | -$152K | 0.05% | 220 |
|
2024
Q2 | $723K | Sell |
6,323
-392
| -6% | -$44.8K | 0.07% | 179 |
|
2024
Q1 | $859K | Buy |
6,715
+1,058
| +19% | +$135K | 0.09% | 162 |
|
2023
Q4 | $654K | Buy |
+5,657
| New | +$654K | 0.07% | 177 |
|