Concord Wealth Partners’s Coterra Energy CTRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$619K Buy
2024
Q1
Sell
2023
Q4
$13.4K Buy
2023
Q3
$7.78K Buy
2023
Q2
$4.58K Buy
2023
Q1
$2.04K Sell
2022
Q4
$3.61K Buy
2021
Q2
Sell
2021
Q1
$0 Buy