SFP
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Sweet Financial Partners’s ConocoPhillips COP Stock Holding History

Sweet Financial Partners’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.37M Buy
22,554
+166
+0.7% +$18.2K 0.51% 46
2024
Q2 		$2.56M Buy
22,388
+2,210
+11% +$268K 0.59% 40
2024
Q1 		$2.57M Buy
20,178
+14,789
+274% +$1.69M 0.59% 38
2023
Q4 		$626K Hold
5,389
– – 0.15% 101
2023
Q3 		$646K Buy
5,389
+74
+1% +$8.59K 0.17% 85
2023
Q2 		$551K Hold
5,315
– – 0.14% 100
2023
Q1 		$527K Buy
5,315
+700
+15% +$76.6K 0.15% 101
2022
Q4 		$545K Sell
4,615
-300
-6% -$36.5K 0.16% 94
2022
Q3 		$503K Hold
4,915
– – 0.16% 90
2022
Q2 		$441K Hold
4,915
– – 0.14% 98
2022
Q1 		$492K Buy
4,915
+66
+1% +$6.07K 0.13% 96
2021
Q4 		$350K Buy
+4,849
New +$353K 0.15% 96

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