Concurrent Investment Advisors’s Coterra Energy CTRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
13,042
+5,517
| +73% | +$140K | 0.01% | 1011 |
|
|
2025
Q1 | $217K | Sell |
7,525
-9,889
| -57% | -$286K | 0.01% | 1080 |
|
|
2024
Q4 | $445K | Buy |
+17,414
| New | +$445K | 0.01% | 693 |
|
|
2024
Q1 | – | Sell |
-17,904
| Closed | -$457K | – | 884 |
|
|
2023
Q4 | $457K | Buy |
+17,904
| New | +$457K | 0.02% | 510 |
|