QFA
Quantum Financial Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Sell |
4,218
-5
| -0.1% | -$449 | 0.05% | 110 |
|
|
2025
Q1 | $444K | Sell |
4,223
-72
| -2% | -$7.56K | 0.07% | 94 |
|
|
2024
Q4 | $426K | Buy |
4,295
+1,474
| +52% | +$146K | 0.06% | 98 |
|
|
2024
Q3 | $297K | Sell |
2,821
-214
| -7% | -$22.5K | 0.05% | 128 |
|
|
2024
Q2 | $347K | Buy |
3,035
+620
| +26% | +$70.9K | 0.06% | 104 |
|
|
2024
Q1 | $307K | Buy |
2,415
+147
| +6% | +$18.7K | 0.06% | 112 |
|
|
2023
Q4 | $263K | Buy |
2,268
+110
| +5% | +$12.8K | 0.06% | 91 |
|
|
2023
Q3 | $259K | Hold |
2,158
| – | – | 0.08% | 88 |
|
|
2023
Q2 | $224K | Hold |
2,158
| – | – | 0.07% | 88 |
|
|
2023
Q1 | $214K | Hold |
2,158
| – | – | 0.07% | 88 |
|
|
2022
Q4 | $255K | Hold |
2,158
| – | – | 0.11% | 67 |
|
|
2022
Q3 | $221K | Hold |
2,158
| – | – | 0.1% | 72 |
|
|
2022
Q2 | $207K | Buy |
+2,158
| New | +$207K | 0.08% | 93 |
|