Carson Wealth (CWM LLC)’s Crescent Energy CRGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
33,974
+31,651
| +1,363% | +$272K | ﹤0.01% | 1885 |
|
|
2025
Q1 | $26K | Sell |
2,323
-1,002
| -30% | -$11.2K | ﹤0.01% | 3479 |
|
|
2024
Q4 | $49K | Buy |
3,325
+457
| +16% | +$6.74K | ﹤0.01% | 2809 |
|
|
2024
Q3 | $31K | Buy |
2,868
+740
| +35% | +$8K | ﹤0.01% | 3066 |
|
|
2024
Q2 | $25K | Buy |
2,128
+1,832
| +619% | +$21.5K | ﹤0.01% | 2961 |
|
|
2024
Q1 | $4K | Sell |
296
-66
| -18% | -$892 | ﹤0.01% | 3739 |
|
|
2023
Q4 | $5K | Buy |
362
+19
| +6% | +$262 | ﹤0.01% | 3489 |
|
|
2023
Q3 | $4K | Sell |
343
-453
| -57% | -$5.28K | ﹤0.01% | 3537 |
|
|
2023
Q2 | $8K | Buy |
796
+202
| +34% | +$2.03K | ﹤0.01% | 3184 |
|
|
2023
Q1 | $7K | Buy |
594
+5
| +0.8% | +$59 | ﹤0.01% | 3125 |
|
|
2022
Q4 | $7K | Buy |
589
+43
| +8% | +$511 | ﹤0.01% | 2985 |
|
|
2022
Q3 | $7K | Buy |
546
+83
| +18% | +$1.06K | ﹤0.01% | 2880 |
|
|
2022
Q2 | $6K | Buy |
+463
| New | +$6K | ﹤0.01% | 2858 |
|
|
2022
Q1 | – | Sell |
-700
| Closed | -$9K | – | 3547 |
|
|
2021
Q4 | $9K | Buy |
+700
| New | +$9K | ﹤0.01% | 2389 |
|