Meridian Financial Partners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,775
| Closed | -$207K | – | 101 |
|
2024
Q2 | $207K | Hold |
1,775
| – | – | 0.12% | 80 |
|
2024
Q1 | $230K | Buy |
+1,775
| New | +$230K | 0.3% | 40 |
|
2023
Q4 | – | Sell |
-1,728
| Closed | -$218K | – | 53 |
|
2023
Q3 | $218K | Buy |
+1,728
| New | +$218K | 0.22% | 47 |
|
2023
Q1 | – | Sell |
-1,738
| Closed | -$208K | – | 48 |
|
2022
Q4 | $208K | Buy |
+1,738
| New | +$208K | 0.23% | 48 |
|