Avantax Advisory Services’s Civitas Resources CIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
+16,454
| New | +$453K | ﹤0.01% | 1642 |
|
|
2024
Q4 | – | Sell |
-14,673
| Closed | -$743K | – | 2193 |
|
|
2024
Q3 | $743K | Buy |
14,673
+919
| +7% | +$46.6K | ﹤0.01% | 1172 |
|
|
2024
Q2 | $949K | Buy |
13,754
+9,126
| +197% | +$630K | 0.01% | 1005 |
|
|
2024
Q1 | $351K | Buy |
+4,628
| New | +$351K | ﹤0.01% | 1217 |
|
|
2023
Q4 | – | Sell |
-2,693
| Closed | -$218K | – | 1587 |
|
|
2023
Q3 | $218K | Buy |
+2,693
| New | +$218K | ﹤0.01% | 1381 |
|
|
2023
Q1 | – | Sell |
-3,935
| Closed | -$228K | – | 1492 |
|
|
2022
Q4 | $228K | Buy |
+3,935
| New | +$228K | ﹤0.01% | 1246 |
|