Crestwood Advisors Group’s New Fortress Energy NFE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$89K	Buy	150,763 +119	+0.1%	+$139	﹤0.01%	759
2025 Q4	$172K	Buy	150,644 +986	+0.7%	+$1.45K	﹤0.01%	679
2025 Q3	$331K	Buy	149,658 +10,658	+8%	+$30.3K	0.01%	448
2025 Q2	$461K	Buy	139,000 +9,969	+8%	+$43.3K	0.01%	361
2025 Q1	$1.07M	Buy	129,031 +20,000	+18%	+$246K	0.02%	263
2024 Q4	$1.65M	Buy	109,031 +1,000	+0.9%	+$10.4K	0.03%	204
2024 Q3	$982K	Buy	108,031 +23,225	+27%	+$358K	0.02%	236
2024 Q2	$1.86M	Sell	84,806 -52,000	-38%	-$1.34M	0.04%	179
2024 Q1	$4.18M	Buy	+136,806	New	+$4.49M	0.09%	131
2023 Q4	–	Sell	-35,000	Closed	-$1.15M	–	409
2023 Q3	$1.15M	Buy	+35,000	New	+$1.03M	0.03%	183