Avantax Advisory Services’s Chord Energy CHRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
2,801
+322
| +13% | +$31.2K | ﹤0.01% | 1994 |
|
|
2025
Q1 | $279K | Sell |
2,479
-7
| -0.3% | -$789 | ﹤0.01% | 1880 |
|
|
2024
Q4 | $291K | Sell |
2,486
-3,605
| -59% | -$421K | ﹤0.01% | 1799 |
|
|
2024
Q3 | $793K | Sell |
6,091
-1,191
| -16% | -$155K | 0.01% | 1148 |
|
|
2024
Q2 | $1.22M | Buy |
7,282
+4,490
| +161% | +$753K | 0.01% | 884 |
|
|
2024
Q1 | $498K | Sell |
2,792
-112
| -4% | -$20K | ﹤0.01% | 1040 |
|
|
2023
Q4 | $483K | Buy |
2,904
+766
| +36% | +$127K | ﹤0.01% | 1002 |
|
|
2023
Q3 | $346K | Buy |
+2,138
| New | +$346K | ﹤0.01% | 1114 |
|
|
2020
Q4 | – | Sell |
-10,277
| Closed | -$3K | – | 997 |
|
|
2020
Q3 | $3K | Sell |
10,277
-723
| -7% | -$211 | ﹤0.01% | 1374 |
|
|
2020
Q2 | $9K | Sell |
11,000
-13,323
| -55% | -$10.9K | ﹤0.01% | 850 |
|
|
2020
Q1 | $9K | Hold |
24,323
| – | – | ﹤0.01% | 798 |
|
|
2019
Q4 | $79K | Hold |
24,323
| – | – | ﹤0.01% | 805 |
|
|
2019
Q3 | $84K | Hold |
24,323
| – | – | ﹤0.01% | 556 |
|
|
2019
Q2 | $138K | Hold |
24,323
| – | – | 0.01% | 497 |
|
|
2019
Q1 | $147K | Buy |
+24,323
| New | +$147K | 0.01% | 473 |
|