Creative Planning’s Civitas Resources CIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
48,244
+27,192
| +129% | +$748K | ﹤0.01% | 1631 |
|
|
2025
Q1 | $735K | Buy |
21,052
+5,302
| +34% | +$185K | ﹤0.01% | 1968 |
|
|
2024
Q4 | $722K | Buy |
15,750
+2,873
| +22% | +$132K | ﹤0.01% | 1897 |
|
|
2024
Q3 | $652K | Buy |
12,877
+645
| +5% | +$32.7K | ﹤0.01% | 1869 |
|
|
2024
Q2 | $844K | Buy |
12,232
+3,269
| +36% | +$226K | ﹤0.01% | 1540 |
|
|
2024
Q1 | $680K | Sell |
8,963
-196
| -2% | -$14.9K | ﹤0.01% | 1622 |
|
|
2023
Q4 | $626K | Buy |
9,159
+2,985
| +48% | +$204K | ﹤0.01% | 1534 |
|
|
2023
Q3 | $499K | Buy |
6,174
+1,348
| +28% | +$109K | ﹤0.01% | 1571 |
|
|
2023
Q2 | $335K | Buy |
4,826
+1,032
| +27% | +$71.6K | ﹤0.01% | 1815 |
|
|
2023
Q1 | $259K | Buy |
3,794
+72
| +2% | +$4.92K | ﹤0.01% | 1917 |
|
|
2022
Q4 | $216K | Buy |
+3,722
| New | +$216K | ﹤0.01% | 1969 |
|
|
2017
Q2 | – | Sell |
-9
| Closed | -$1K | – | 4502 |
|
|
2017
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 4313 |
|
|
2016
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 4272 |
|
|
2016
Q3 | – | Sell |
-18
| Closed | -$4K | – | 4377 |
|
|
2016
Q2 | $4K | Buy |
18
+7
| +64% | +$1.56K | ﹤0.01% | 3658 |
|
|
2016
Q1 | $2K | Buy |
11
+2
| +22% | +$364 | ﹤0.01% | 3855 |
|
|
2015
Q4 | $5K | Buy |
+9
| New | +$5K | ﹤0.01% | 3591 |
|
|
2015
Q2 | – | Sell |
-1
| Closed | -$2K | – | 1374 |
|
|
2015
Q1 | $2K | Sell |
1
-2
| -67% | -$4K | ﹤0.01% | 3752 |
|
|
2014
Q4 | $9K | Buy |
+3
| New | +$9K | ﹤0.01% | 3121 |
|
|
2014
Q2 | – | Sell |
-5
| Closed | -$27K | – | 3657 |
|
|
2014
Q1 | $27K | Buy |
+5
| New | +$27K | ﹤0.01% | 2172 |
|
|
2013
Q4 | – | Sell |
-1
| Closed | -$5K | – | 3333 |
|
|
2013
Q3 | $5K | Buy |
+1
| New | +$5K | ﹤0.01% | 2719 |
|