CFM Wealth Partners’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 | $452K | Hold |
52,614
| – | – | 0.07% | 99 |
|
|
2025
Q1 | $591K | Hold |
52,614
| – | – | 0.1% | 91 |
|
|
2024
Q4 | $769K | Hold |
52,614
| – | – | 0.13% | 84 |
|
|
2024
Q3 | $576K | Hold |
52,614
| – | – | 0.1% | 99 |
|
|
2024
Q2 | $623K | Buy |
52,614
+3,993
| +8% | +$47.3K | 0.11% | 93 |
|
|
2024
Q1 | $579K | Sell |
48,621
-3,973
| -8% | -$47.3K | 0.12% | 102 |
|
|
2023
Q4 | $695K | Hold |
52,594
| – | – | 0.16% | 91 |
|
|
2023
Q3 | $665K | Hold |
52,594
| – | – | 0.17% | 84 |
|
|
2023
Q2 | $548K | Hold |
52,594
| – | – | 0.13% | 106 |
|
|
2023
Q1 | $595K | Hold |
52,594
| – | – | 0.16% | 94 |
|
|
2022
Q4 | $631K | Hold |
52,594
| – | – | 0.19% | 96 |
|
|
2022
Q3 | $708K | Hold |
52,594
| – | – | 0.23% | 85 |
|
|
2022
Q2 | $656K | Hold |
52,594
| – | – | 0.2% | 94 |
|
|
2022
Q1 | $912K | Hold |
52,594
| – | – | 0.22% | 82 |
|
|
2021
Q4 | $707K | Buy |
+52,594
| New | +$707K | 0.16% | 98 |
|