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Concord Wealth Partners’s Magnolia Oil & Gas MGY Stock Holding History

Concord Wealth Partners’s Portfolio MGY Stock Details MGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-43
Closed -$1K – 902
2024
Q4 		$1K Hold
43
– – ﹤0.01% 798
2024
Q3 		$1.05K Buy
+43
New +$1.08K ﹤0.01% 831

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Janus Henderson Group
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Concord Wealth Partners's MGY Position: Q1 2025 in Review

Concord Wealth Partners sold out of Magnolia Oil & Gas (MGY) in Q1 2025, closing a stake of 43 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in MGY in Q3 2024 and held it in 2 quarters. The position peaked at $1.05K in Q3 2024. 407 funds tracked by Wall St. Rank hold MGY as of Q1 2025.

  • Concord Wealth Partners reported no remaining Magnolia Oil & Gas position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 43 Magnolia Oil & Gas shares in Q1 2025, an estimated $1K.
  • Concord Wealth Partners first reported a position in Magnolia Oil & Gas in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Magnolia Oil & Gas position peaked at $1.05K in Q3 2024.
  • 407 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.