Safeguard Investment 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
Q2 | $204K | Buy |
2,277
+173
| +8% | +$15.5K | 0.05% | 136 |
|
|
2025
Q1 | $221K | Buy |
+2,104
| New | +$221K | 0.06% | 124 |
|
|
2024
Q4 | – | Sell |
-2,075
| Closed | -$219K | – | 118 |
|
|
2024
Q3 | $219K | Sell |
2,075
-30
| -1% | -$3.16K | 0.06% | 102 |
|
|
2024
Q2 | $241K | Buy |
+2,105
| New | +$241K | 0.07% | 91 |
|
|
2021
Q1 | – | Sell |
-1,069
| Closed | -$42K | – | 197 |
|
|
2020
Q4 | $42K | Buy |
+1,069
| New | +$42K | 0.04% | 217 |
|