SFS
Strategic Financial Services’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
2,262
| – | – | 0.01% | 137 |
|
|
2025
Q1 | $238K | Hold |
2,262
| – | – | 0.01% | 123 |
|
|
2024
Q4 | $224K | Hold |
2,262
| – | – | 0.01% | 125 |
|
|
2024
Q3 | $238K | Sell |
2,262
-75
| -3% | -$7.9K | 0.01% | 128 |
|
|
2024
Q2 | $267K | Hold |
2,337
| – | – | 0.02% | 115 |
|
|
2024
Q1 | $297K | Hold |
2,337
| – | – | 0.02% | 106 |
|
|
2023
Q4 | $271K | Hold |
2,337
| – | – | 0.02% | 109 |
|
|
2023
Q3 | $280K | Hold |
2,337
| – | – | 0.02% | 105 |
|
|
2023
Q2 | $272K | Buy |
2,337
+178
| +8% | +$20.7K | 0.02% | 112 |
|
|
2023
Q1 | $214K | Hold |
2,159
| – | – | 0.02% | 117 |
|
|
2022
Q4 | $255K | Hold |
2,159
| – | – | 0.02% | 114 |
|
|
2022
Q3 | $221K | Buy |
+2,159
| New | +$221K | 0.02% | 124 |
|
|
2022
Q2 | – | Sell |
-2,218
| Closed | -$222K | – | 131 |
|
|
2022
Q1 | $222K | Buy |
+2,218
| New | +$222K | 0.02% | 130 |
|