Security National Bank’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Hold |
1,193
| – | – | 0.02% | 167 |
|
|
2025
Q1 | $125K | Buy |
1,193
+5
| +0.4% | +$525 | 0.02% | 148 |
|
|
2024
Q4 | $118K | Hold |
1,188
| – | – | 0.02% | 148 |
|
|
2024
Q3 | $125K | Sell |
1,188
-24
| -2% | -$2.53K | 0.02% | 137 |
|
|
2024
Q2 | $139K | Hold |
1,212
| – | – | 0.02% | 128 |
|
|
2024
Q1 | $154K | Hold |
1,212
| – | – | 0.02% | 115 |
|
|
2023
Q4 | $141K | Buy |
+1,212
| New | +$141K | 0.03% | 125 |
|