Allworth Financial’s Crescent Energy CRGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Buy |
3,138
+136
| +5% | +$1.17K | ﹤0.01% | 2319 |
|
|
2025
Q1 | $25.5K | Buy |
+3,002
| New | +$25.5K | ﹤0.01% | 1925 |
|
|
2024
Q1 | – | Sell |
-136
| Closed | -$1.8K | – | 3620 |
|
|
2023
Q4 | $1.8K | Hold |
136
| – | – | ﹤0.01% | 2715 |
|
|
2023
Q3 | $1.72K | Hold |
136
| – | – | ﹤0.01% | 2612 |
|
|
2023
Q2 | $1.42K | Buy |
136
+59
| +77% | +$615 | ﹤0.01% | 2620 |
|
|
2023
Q1 | $871 | Buy |
77
+51
| +196% | +$577 | ﹤0.01% | 2721 |
|
|
2022
Q4 | $312 | Buy |
+26
| New | +$312 | ﹤0.01% | 2723 |
|