Level Financial Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-202
| Closed | -$23.4K | – | 112 |
|
|
2023
Q4 | $23.4K | Hold |
202
| – | – | 0.01% | 152 |
|
|
2023
Q3 | $24.2K | Hold |
202
| – | – | 0.01% | 141 |
|
|
2023
Q2 | $20.9K | Hold |
202
| – | – | 0.01% | 144 |
|
|
2023
Q1 | $20K | Sell |
202
-28
| -12% | -$2.78K | 0.01% | 132 |
|
|
2022
Q4 | $27K | Buy |
230
+28
| +14% | +$3.29K | 0.02% | 115 |
|
|
2022
Q3 | $21K | Hold |
202
| – | – | 0.02% | 133 |
|
|
2022
Q2 | $18K | Hold |
202
| – | – | 0.01% | 152 |
|
|
2022
Q1 | $20K | Hold |
202
| – | – | 0.02% | 128 |
|
|
2021
Q4 | $15K | Buy |
+202
| New | +$15K | 0.01% | 148 |
|