RIA Advisory Group’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,826
| Closed | -$379K | – | 143 |
|
2024
Q4 | $379K | Sell |
3,826
-14,615
| -79% | -$1.45M | 0.13% | 92 |
|
2024
Q3 | $1.94M | Buy |
+18,441
| New | +$1.94M | 0.69% | 23 |
|
2024
Q1 | $207K | Sell |
1,629
-2,353
| -59% | -$299K | 0.08% | 132 |
|
2023
Q4 | $462K | Buy |
+3,982
| New | +$462K | 0.19% | 63 |
|
2023
Q1 | – | Sell |
-4,506
| Closed | -$532K | – | 126 |
|
2022
Q4 | $532K | Buy |
+4,506
| New | +$532K | 0.31% | 50 |
|