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