SOA Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Sell |
3,274
-2,727
| -45% | -$14.2K | ﹤0.01% | 533 |
|
|
2025
Q1 | $6K | Buy |
+6,001
| New | +$6K | ﹤0.01% | 615 |
|
|
2023
Q2 | – | Sell |
-81
| Closed | -$8.04K | – | 948 |
|
|
2023
Q1 | $8.04K | Buy |
+81
| New | +$8.04K | ﹤0.01% | 557 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 821 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 802 |
|