Creative Planning’s Civitas Resources CIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.54M | Buy |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $735K | Buy |
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|
2024
Q4 | $722K | Buy |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $844K | Buy |
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|
2024
Q1 | $680K | Sell |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $4K | Buy |
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|
2016
Q1 | $2K | Buy |
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|
2015
Q4 | $5K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2K | Sell |
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|
2014
Q4 | $9K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $27K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $5K | Buy |
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