Sweet Financial Partners’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$2.37M Buy
2024
Q2
$2.56M Buy
2024
Q1
$2.57M Buy
2023
Q4
$626K Hold
2023
Q3
$646K Buy
2023
Q2
$551K Hold
2023
Q1
$527K Buy
2022
Q4
$545K Sell
2022
Q3
$503K Hold
2022
Q2
$441K Hold
2022
Q1
$492K Buy
2021
Q4
$350K Buy