Strategic Financial Partners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
2,336
+2
| +0.1% | +$180 | 0.1% | 74 |
|
|
2025
Q1 | $245K | Buy |
2,334
+1
| +0% | +$105 | 0.13% | 66 |
|
|
2024
Q4 | $231K | Buy |
2,333
+425
| +22% | +$42.1K | 0.12% | 68 |
|
|
2024
Q3 | $201K | Hold |
1,908
| – | – | 0.1% | 65 |
|
|
2024
Q2 | $218K | Hold |
1,908
| – | – | 0.12% | 66 |
|
|
2024
Q1 | $243K | Hold |
1,908
| – | – | 0.13% | 64 |
|
|
2023
Q4 | $221K | Buy |
1,908
+112
| +6% | +$13K | 0.13% | 65 |
|
|
2023
Q3 | $215K | Buy |
+1,796
| New | +$215K | 0.13% | 66 |
|
|
2023
Q1 | – | Sell |
-1,796
| Closed | -$212K | – | 70 |
|
|
2022
Q4 | $212K | Buy |
+1,796
| New | +$212K | 0.13% | 66 |
|