Cetera Investment Advisers’s Crescent Energy CRGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
1,372,257
+478,754
| +54% | +$4.12M | 0.02% | 738 |
|
|
2025
Q1 | $10M | Buy |
893,503
+681,959
| +322% | +$7.67M | 0.02% | 769 |
|
|
2024
Q4 | $3.09M | Buy |
211,544
+23,434
| +12% | +$342K | 0.01% | 1337 |
|
|
2024
Q3 | $2.06M | Sell |
188,110
-183
| -0.1% | -$2K | ﹤0.01% | 1608 |
|
|
2024
Q2 | $2.23M | Sell |
188,293
-27,654
| -13% | -$328K | 0.01% | 1477 |
|
|
2024
Q1 | $2.57M | Buy |
215,947
+187,001
| +646% | +$2.23M | 0.01% | 1380 |
|
|
2023
Q4 | $382K | Sell |
28,946
-4,100
| -12% | -$54.2K | ﹤0.01% | 1642 |
|
|
2023
Q3 | $418K | Sell |
33,046
-2,625
| -7% | -$33.2K | ﹤0.01% | 1520 |
|
|
2023
Q2 | $372K | Sell |
35,671
-1,104
| -3% | -$11.5K | ﹤0.01% | 1610 |
|
|
2023
Q1 | $416K | Buy |
36,775
+4,000
| +12% | +$45.2K | ﹤0.01% | 1530 |
|
|
2022
Q4 | $393K | Hold |
32,775
| – | – | ﹤0.01% | 1514 |
|
|
2022
Q3 | $441K | Sell |
32,775
-2,200
| -6% | -$29.6K | 0.01% | 1034 |
|
|
2022
Q2 | $436K | Buy |
34,975
+5,325
| +18% | +$66.4K | 0.01% | 1186 |
|
|
2022
Q1 | $514K | Buy |
+29,650
| New | +$514K | 0.01% | 1136 |
|