Arkadios Wealth Advisors’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
11,810
+279
| +2% | +$7.08K | 0.01% | 1036 |
|
|
2025
Q1 | $333K | Buy |
11,531
+237
| +2% | +$6.85K | 0.01% | 864 |
|
|
2024
Q4 | $288K | Buy |
11,294
+413
| +4% | +$10.5K | 0.02% | 728 |
|
|
2024
Q3 | $261K | Sell |
10,881
-13,911
| -56% | -$333K | 0.01% | 761 |
|
|
2024
Q2 | $661K | Buy |
+24,792
| New | +$661K | 0.04% | 388 |
|
|
2021
Q4 | – | Sell |
-604
| Closed | -$13K | – | 810 |
|
|
2021
Q3 | $13K | Sell |
604
-697
| -54% | -$15K | ﹤0.01% | 1364 |
|
|
2021
Q2 | $22K | Buy |
1,301
+1,177
| +949% | +$19.9K | ﹤0.01% | 1239 |
|
|
2021
Q1 | $2K | Hold |
124
| – | – | ﹤0.01% | 1506 |
|
|
2020
Q4 | $2K | Sell |
124
-535
| -81% | -$8.63K | ﹤0.01% | 1242 |
|
|
2020
Q3 | $12.6K | Hold |
659
| – | – | 0.01% | 698 |
|
|
2020
Q2 | $11.5K | Buy |
+659
| New | +$11.5K | 0.01% | 658 |
|