Congress Wealth Management’s Coterra Energy CTRA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.51M	Buy	98,895 +21,147	+27%	+$537K	0.02%	521
2025 Q1	$2.25M	Buy	77,748 +35,672	+85%	+$1.03M	0.03%	467
2024 Q4	$1.07M	Buy	42,076 +5,649	+16%	+$144K	0.01%	508
2024 Q3	$872K	Buy	+36,427	New	+$872K	0.01%	536