LRI Investments’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
2,966
+399
+16% +$35.8K 0.02% 242
2025
Q1
$270K Sell
2,567
-617
-19% -$64.8K 0.03% 228
2024
Q4
$316K Buy
3,184
+110
+4% +$10.9K 0.03% 197
2024
Q3
$347K Sell
3,074
-48
-2% -$5.42K 0.03% 197
2024
Q2
$357K Buy
3,122
+2,668
+588% +$305K 0.04% 148
2024
Q1
$57.8K Buy
+454
New +$57.8K 0.01% 257