BOK Financial Private Wealth’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
$625K Sell
24,606
-13,996
-36% -$355K 0.04% 114
2025
Q1
$1.12M Sell
38,602
-1,660
-4% -$48K 0.08% 86
2024
Q4
$1.03M Sell
40,262
-12,508
-24% -$319K 0.07% 97
2024
Q3
$1.26M Sell
52,770
-11,078
-17% -$265K 0.09% 95
2024
Q2
$1.7M Buy
63,848
+2,286
+4% +$61K 0.12% 79
2024
Q1
$1.72M Sell
61,562
-12,663
-17% -$353K 0.13% 78
2023
Q4
$1.89M Buy
74,225
+6,813
+10% +$174K 0.15% 75
2023
Q3
$1.82M Buy
67,412
+13,190
+24% +$357K 0.16% 78
2023
Q2
$1.37M Sell
54,222
-14,387
-21% -$364K 0.11% 90
2023
Q1
$1.68M Buy
68,609
+27,773
+68% +$682K 0.14% 87
2022
Q4
$1M Buy
40,836
+39,504
+2,966% +$971K 0.08% 101
2022
Q3
$35K Hold
1,332
﹤0.01% 263
2022
Q2
$34K Buy
+1,332
New +$34K ﹤0.01% 271