Cerity Partners’s Veren VRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,825
| Closed | -$138K | – | 2770 |
|
|
2025
Q1 | $138K | Sell |
20,825
-5,211
| -20% | -$34.5K | ﹤0.01% | 2272 |
|
|
2024
Q4 | $139K | Hold |
26,036
| – | – | ﹤0.01% | 2297 |
|
|
2024
Q3 | $52K | Buy |
26,036
+5,034
| +24% | +$10K | ﹤0.01% | 2484 |
|
|
2024
Q2 | $21K | Sell |
21,002
-5,034
| -19% | -$5.03K | ﹤0.01% | 2197 |
|
|
2024
Q1 | $62.2K | Buy |
26,036
+3,455
| +15% | +$8.26K | ﹤0.01% | 2240 |
|
|
2023
Q4 | $28.8K | Hold |
22,581
| – | – | ﹤0.01% | 1824 |
|
|
2023
Q3 | $187K | Buy |
22,581
+585
| +3% | +$4.86K | ﹤0.01% | 1286 |
|
|
2023
Q2 | $148K | Buy |
21,996
+275
| +1% | +$1.85K | ﹤0.01% | 1517 |
|
|
2023
Q1 | $153K | Sell |
21,721
-3,519
| -14% | -$24.8K | ﹤0.01% | 1742 |
|
|
2022
Q4 | $180K | Sell |
25,240
-1,954
| -7% | -$14K | ﹤0.01% | 1356 |
|
|
2022
Q3 | $168K | Buy |
27,194
+2,742
| +11% | +$16.9K | ﹤0.01% | 1076 |
|
|
2022
Q2 | $175K | Buy |
+24,452
| New | +$175K | ﹤0.01% | 1091 |
|