Cetera Investment Advisers’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
21,483
-4,921
| -19% | -$132K | ﹤0.01% | 2842 |
|
|
2025
Q1 | $512K | Buy |
26,404
+1,415
| +6% | +$27.5K | ﹤0.01% | 2823 |
|
|
2024
Q4 | $468K | Sell |
24,989
-2,099
| -8% | -$39.3K | ﹤0.01% | 2731 |
|
|
2024
Q3 | $624K | Buy |
27,088
+1,175
| +5% | +$27.1K | ﹤0.01% | 2477 |
|
|
2024
Q2 | $694K | Buy |
25,913
+9,551
| +58% | +$256K | ﹤0.01% | 2344 |
|
|
2024
Q1 | $583K | Buy |
+16,362
| New | +$583K | ﹤0.01% | 2485 |
|
|
2023
Q2 | – | Sell |
-13,450
| Closed | -$441K | – | 2198 |
|
|
2023
Q1 | $441K | Buy |
+13,450
| New | +$441K | ﹤0.01% | 1501 |
|