Creative Planning’s Crescent Energy CRGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Sell |
85,197
-2,150
| -2% | -$18.5K | ﹤0.01% | 2110 |
|
|
2025
Q1 | $982K | Sell |
87,347
-9,712
| -10% | -$109K | ﹤0.01% | 1728 |
|
|
2024
Q4 | $1.42M | Sell |
97,059
-15,775
| -14% | -$230K | ﹤0.01% | 1374 |
|
|
2024
Q3 | $1.24M | Buy |
112,834
+30,530
| +37% | +$334K | ﹤0.01% | 1355 |
|
|
2024
Q2 | $975K | Sell |
82,304
-1,006
| -1% | -$11.9K | ﹤0.01% | 1410 |
|
|
2024
Q1 | $991K | Sell |
83,310
-829
| -1% | -$9.87K | ﹤0.01% | 1343 |
|
|
2023
Q4 | $1.11M | Sell |
84,139
-40,656
| -33% | -$537K | ﹤0.01% | 1173 |
|
|
2023
Q3 | $1.58M | Buy |
124,795
+3,920
| +3% | +$49.5K | ﹤0.01% | 955 |
|
|
2023
Q2 | $1.26M | Sell |
120,875
-2,214
| -2% | -$23.1K | ﹤0.01% | 1008 |
|
|
2023
Q1 | $1.39M | Buy |
123,089
+3,671
| +3% | +$41.5K | ﹤0.01% | 920 |
|
|
2022
Q4 | $1.43M | Sell |
119,418
-56
| -0% | -$671 | ﹤0.01% | 865 |
|
|
2022
Q3 | $1.61M | Sell |
119,474
-8
| -0% | -$108 | ﹤0.01% | 764 |
|
|
2022
Q2 | $1.49M | Buy |
119,482
+203
| +0.2% | +$2.53K | ﹤0.01% | 804 |
|
|
2022
Q1 | $2.07M | Hold |
119,279
| – | – | ﹤0.01% | 713 |
|
|
2021
Q4 | $1.51M | Buy |
+119,279
| New | +$1.51M | ﹤0.01% | 785 |
|