Souders Financial Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $329K | Buy |
3,667
+724
| +25% | +$65K | 0.04% | 160 |
|
2025
Q1 | $309K | Buy |
2,943
+765
| +35% | +$80.3K | 0.04% | 154 |
|
2024
Q4 | $216K | Buy |
2,178
+25
| +1% | +$2.48K | 0.03% | 172 |
|
2024
Q3 | $227K | Sell |
2,153
-30,396
| -93% | -$3.2M | 0.03% | 164 |
|
2024
Q2 | $3.72M | Sell |
32,549
-854
| -3% | -$97.7K | 0.56% | 48 |
|
2024
Q1 | $4.25M | Buy |
33,403
+880
| +3% | +$112K | 0.67% | 40 |
|
2023
Q4 | $3.78M | Buy |
32,523
+44
| +0.1% | +$5.11K | 0.65% | 43 |
|
2023
Q3 | $3.89M | Buy |
32,479
+4,647
| +17% | +$557K | 0.75% | 40 |
|
2023
Q2 | $2.88M | Sell |
27,832
-1,501
| -5% | -$156K | 0.55% | 56 |
|
2023
Q1 | $2.91M | Buy |
29,333
+187
| +0.6% | +$18.6K | 0.62% | 56 |
|
2022
Q4 | $3.44M | Sell |
29,146
-467
| -2% | -$55.1K | 0.79% | 37 |
|
2022
Q3 | $3.03M | Buy |
29,613
+626
| +2% | +$64.1K | 0.82% | 36 |
|
2022
Q2 | $2.6M | Sell |
28,987
-15,750
| -35% | -$1.41M | 0.75% | 41 |
|
2022
Q1 | $4.47M | Sell |
44,737
-799
| -2% | -$79.9K | 1.29% | 18 |
|
2021
Q4 | $3.29M | Sell |
45,536
-655
| -1% | -$47.3K | 0.94% | 33 |
|
2021
Q3 | $3.13M | Sell |
46,191
-6,486
| -12% | -$440K | 1.01% | 31 |
|
2021
Q2 | $3.21M | Buy |
52,677
+45,888
| +676% | +$2.79M | 1.08% | 28 |
|
2021
Q1 | $360K | Sell |
6,789
-2,711
| -29% | -$144K | 0.14% | 98 |
|
2020
Q4 | $380K | Buy |
+9,500
| New | +$380K | 0.17% | 87 |
|