Carson Wealth (CWM LLC)’s Civitas Resources CIVI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $92K | Buy |
3,350
+505
| +18% | +$13.9K | ﹤0.01% | 2793 |
|
2025
Q1 | $99K | Buy |
2,845
+1,239
| +77% | +$43.1K | ﹤0.01% | 2427 |
|
2024
Q4 | $74K | Sell |
1,606
-197
| -11% | -$9.08K | ﹤0.01% | 2481 |
|
2024
Q3 | $91K | Sell |
1,803
-354
| -16% | -$17.9K | ﹤0.01% | 2255 |
|
2024
Q2 | $149K | Buy |
2,157
+675
| +46% | +$46.6K | ﹤0.01% | 1737 |
|
2024
Q1 | $113K | Buy |
1,482
+784
| +112% | +$59.8K | ﹤0.01% | 1799 |
|
2023
Q4 | $48K | Sell |
698
-196
| -22% | -$13.5K | ﹤0.01% | 2199 |
|
2023
Q3 | $72K | Buy |
894
+204
| +30% | +$16.4K | ﹤0.01% | 1846 |
|
2023
Q2 | $48K | Buy |
690
+84
| +14% | +$5.84K | ﹤0.01% | 2015 |
|
2023
Q1 | $41K | Buy |
606
+32
| +6% | +$2.17K | ﹤0.01% | 2004 |
|
2022
Q4 | $33K | Sell |
574
-29
| -5% | -$1.67K | ﹤0.01% | 2015 |
|
2022
Q3 | $35K | Buy |
603
+440
| +270% | +$25.5K | ﹤0.01% | 1843 |
|
2022
Q2 | $9K | Buy |
163
+73
| +81% | +$4.03K | ﹤0.01% | 2618 |
|
2022
Q1 | $5K | Sell |
90
-93
| -51% | -$5.17K | ﹤0.01% | 2807 |
|
2021
Q4 | $9K | Buy |
+183
| New | +$9K | ﹤0.01% | 2387 |
|
2017
Q1 | – | Sell |
-3
| Closed | – | – | 1189 |
|
2016
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1103 |
|