Baird Financial Group’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+8,659
| New | +$232K | ﹤0.01% | 1665 |
|
|
2025
Q1 | – | Sell |
-10,147
| Closed | -$190K | – | 1767 |
|
|
2024
Q4 | $190K | Sell |
10,147
-9,216
| -48% | -$173K | ﹤0.01% | 1690 |
|
|
2024
Q3 | $446K | Sell |
19,363
-312
| -2% | -$7.19K | ﹤0.01% | 1419 |
|
|
2024
Q2 | $527K | Sell |
19,675
-52,267
| -73% | -$1.4M | ﹤0.01% | 1366 |
|
|
2024
Q1 | $2.57M | Buy |
71,942
+59,208
| +465% | +$2.11M | 0.01% | 874 |
|
|
2023
Q4 | $386K | Buy |
+12,734
| New | +$386K | ﹤0.01% | 1446 |
|