LRIA
Leonard Rickey Investment Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
5,071
+379
| +8% | +$34K | 0.09% | 66 |
|
|
2025
Q1 | $406K | Buy |
4,692
+761
| +19% | +$65.8K | 0.09% | 65 |
|
|
2024
Q4 | $390K | Buy |
3,931
+57
| +1% | +$5.65K | 0.09% | 67 |
|
|
2024
Q3 | $408K | Buy |
3,874
+863
| +29% | +$90.9K | 0.09% | 65 |
|
|
2024
Q2 | $344K | Buy |
3,011
+760
| +34% | +$86.9K | 0.08% | 66 |
|
|
2024
Q1 | $287K | Buy |
2,251
+146
| +7% | +$18.6K | 0.07% | 71 |
|
|
2023
Q4 | $244K | Sell |
2,105
-1
| -0% | -$116 | 0.07% | 71 |
|
|
2023
Q3 | $252K | Buy |
+2,106
| New | +$252K | 0.08% | 70 |
|