Atria Wealth Solutions’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 | – | Sell |
-44,626
| Closed | -$1.29M | – | 1536 |
|
|
2025
Q1 | $1.29M | Sell |
44,626
-13,095
| -23% | -$378K | 0.02% | 785 |
|
|
2024
Q4 | $1.47M | Buy |
57,721
+47,875
| +486% | +$1.22M | 0.02% | 756 |
|
|
2024
Q3 | $236K | Sell |
9,846
-9,994
| -50% | -$239K | ﹤0.01% | 1657 |
|
|
2024
Q2 | $529K | Sell |
19,840
-6,862
| -26% | -$183K | 0.01% | 1201 |
|
|
2024
Q1 | $744K | Sell |
26,702
-1,226
| -4% | -$34.2K | 0.01% | 1043 |
|
|
2023
Q4 | $713K | Sell |
27,928
-16,802
| -38% | -$429K | 0.01% | 1019 |
|
|
2023
Q3 | $1.21M | Buy |
44,730
+29,122
| +187% | +$791K | 0.02% | 726 |
|
|
2023
Q2 | $395K | Sell |
15,608
-9,765
| -38% | -$247K | 0.01% | 1273 |
|
|
2023
Q1 | $623K | Buy |
25,373
+9,858
| +64% | +$242K | 0.01% | 1011 |
|
|
2022
Q4 | $381K | Buy |
15,515
+2,545
| +20% | +$62.5K | 0.01% | 1219 |
|
|
2022
Q3 | $339K | Buy |
+12,970
| New | +$339K | 0.01% | 1220 |
|
|
2022
Q2 | – | Sell |
-13,760
| Closed | -$371K | – | 1648 |
|
|
2022
Q1 | $371K | Buy |
+13,760
| New | +$371K | 0.01% | 1209 |
|