SHFA
SS&H Financial Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Hold |
10,913
| – | – | 0.33% | 62 |
|
|
2025
Q1 | $1.15M | Hold |
10,913
| – | – | 0.43% | 55 |
|
|
2024
Q4 | $1.08M | Buy |
10,913
+7,932
| +266% | +$787K | 0.39% | 60 |
|
|
2024
Q3 | $314K | Buy |
2,981
+205
| +7% | +$21.6K | 0.11% | 113 |
|
|
2024
Q2 | $317K | Hold |
2,776
| – | – | 0.12% | 107 |
|
|
2024
Q1 | $353K | Hold |
2,776
| – | – | 0.15% | 103 |
|
|
2023
Q4 | $322K | Sell |
2,776
-91
| -3% | -$10.6K | 0.14% | 106 |
|
|
2023
Q3 | $343K | Buy |
+2,867
| New | +$343K | 0.16% | 101 |
|
|
2023
Q1 | $275K | Hold |
2,776
| – | – | 0.13% | 113 |
|
|
2022
Q4 | $328K | Hold |
2,776
| – | – | 0.16% | 102 |
|
|
2022
Q3 | $284K | Hold |
2,776
| – | – | 0.15% | 105 |
|
|
2022
Q2 | $249K | Sell |
2,776
-37
| -1% | -$3.32K | 0.12% | 115 |
|
|
2022
Q1 | $281K | Buy |
+2,813
| New | +$281K | 0.11% | 123 |
|