SFG
Sovereign Financial Group’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
2,359
-302
| -11% | -$27.1K | 0.04% | 292 |
|
|
2025
Q1 | $279K | Buy |
2,661
+2
| +0.1% | +$210 | 0.06% | 237 |
|
|
2024
Q4 | $264K | Buy |
2,659
+722
| +37% | +$71.6K | 0.06% | 247 |
|
|
2024
Q3 | $204K | Buy |
1,937
+21
| +1% | +$2.21K | 0.05% | 272 |
|
|
2024
Q2 | $219K | Buy |
1,916
+30
| +2% | +$3.43K | 0.05% | 254 |
|
|
2024
Q1 | $240K | Buy |
+1,886
| New | +$240K | 0.06% | 247 |
|