Syverson Strege & Co’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $230K | Buy |
+2,559
| New | +$230K | 0.05% | 147 |
|
2023
Q2 | – | Sell |
-206
| Closed | -$20.4K | – | 182 |
|
2023
Q1 | $20.4K | Sell |
206
-1,114
| -84% | -$111K | 0.01% | 188 |
|
2022
Q4 | $156K | Hold |
1,320
| – | – | 0.07% | 74 |
|
2022
Q3 | $135K | Sell |
1,320
-253
| -16% | -$25.9K | 0.07% | 76 |
|
2022
Q2 | $141K | Buy |
1,573
+253
| +19% | +$22.7K | 0.05% | 80 |
|
2022
Q1 | $132K | Hold |
1,320
| – | – | 0.14% | 80 |
|
2021
Q4 | $95K | Buy |
1,320
+120
| +10% | +$8.64K | 0.07% | 98 |
|
2021
Q3 | $81K | Hold |
1,200
| – | – | 0.06% | 103 |
|
2021
Q2 | $73K | Hold |
1,200
| – | – | 0.07% | 105 |
|
2021
Q1 | $64K | Hold |
1,200
| – | – | 0.07% | 105 |
|
2020
Q4 | $48K | Buy |
+1,200
| New | +$48K | 0.05% | 114 |
|