SAG
SageView Advisory Group’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
4,776
-868
| -15% | -$84.2K | 0.02% | 388 |
|
|
2025
Q1 | $593K | Sell |
5,644
-666
| -11% | -$69.9K | 0.03% | 311 |
|
|
2024
Q4 | $626K | Buy |
6,310
+689
| +12% | +$68.3K | 0.03% | 304 |
|
|
2024
Q3 | $592K | Sell |
5,621
-5,026
| -47% | -$529K | 0.03% | 269 |
|
|
2024
Q2 | $1.22M | Buy |
10,647
+5,152
| +94% | +$589K | 0.06% | 191 |
|
|
2024
Q1 | $699K | Sell |
5,495
-4,351
| -44% | -$554K | 0.04% | 256 |
|
|
2023
Q4 | $1.12M | Buy |
9,846
+6,525
| +196% | +$744K | 0.05% | 236 |
|
|
2023
Q3 | $398K | Sell |
3,321
-2
| -0.1% | -$240 | 0.02% | 364 |
|
|
2023
Q2 | $344K | Buy |
3,323
+641
| +24% | +$66.4K | 0.02% | 422 |
|
|
2023
Q1 | $266K | Buy |
2,682
+256
| +11% | +$25.4K | 0.02% | 404 |
|
|
2022
Q4 | $286K | Buy |
+2,426
| New | +$286K | 0.02% | 330 |
|