Sound View Wealth Advisors Group’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
|
|||||
|
2025
Q1 | $450K | Sell |
|
|||||
|
2024
Q4 | $690K | Buy |
|
|||||
|
2024
Q3 | $648K | Buy |
|
|||||
|
2024
Q2 | $619K | Buy |
|
|||||
|
2024
Q1 | $663K | Buy |
|
|||||
|
2023
Q4 | $414K | Buy |
|
|||||
|
2023
Q3 | $412K | Buy |
|
|||||
|
2023
Q2 | $334K | Buy |
|
|||||
|
2023
Q1 | $313K | Sell |
|
|||||
|
2022
Q4 | $414K | Buy |
|
|||||
|
2022
Q3 | $309K | Hold |
|
|||||
|
2022
Q2 | $271K | Sell |
|
|||||
|
2022
Q1 | $302K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $382K | Sell |
|
|||||
|
2019
Q3 | $340K | Sell |
|
|||||
|
2019
Q2 | $367K | Buy |
|