Mosaic Financial Group’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.35M | Buy |
14,984
+6
| +0% | +$539 | 1.03% | 26 |
|
2025
Q1 | $1.57M | Buy |
14,978
+6
| +0% | +$630 | 1.28% | 17 |
|
2024
Q4 | $1.49M | Buy |
14,972
+314
| +2% | +$31.1K | 1.07% | 23 |
|
2024
Q3 | $1.54M | Sell |
14,658
-934
| -6% | -$98.3K | 1.1% | 22 |
|
2024
Q2 | $1.78M | Sell |
15,592
-124
| -0.8% | -$14.2K | 1.28% | 16 |
|
2024
Q1 | $2M | Buy |
+15,716
| New | +$2M | 1.6% | 12 |
|