Cerity Partners’s Civitas Resources CIVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
47,183
+7,847
+20% +$216K ﹤0.01% 1409
2025
Q1
$1.37M Buy
39,336
+35,216
+855% +$1.23M ﹤0.01% 1286
2024
Q4
$206K Sell
4,120
-16,086
-80% -$803K ﹤0.01% 2229
2024
Q3
$1.02M Buy
20,206
+1,404
+7% +$71.1K ﹤0.01% 1384
2024
Q2
$1.3M Buy
18,802
+436
+2% +$30.1K ﹤0.01% 1105
2024
Q1
$1.39M Buy
18,366
+3,719
+25% +$282K ﹤0.01% 1127
2023
Q4
$1M Buy
14,647
+637
+5% +$43.6K ﹤0.01% 975
2023
Q3
$1.13M Buy
+14,010
New +$1.13M 0.01% 721