Cyndeo Wealth Partners’s Diamondback Energy FANG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Sell
2,075
-56
-3% -$7.7K 0.02% 394
2025
Q1
$341K Buy
+2,131
New +$341K 0.02% 346
2024
Q4
Sell
-5,287
Closed -$912K 449
2024
Q3
$912K Buy
5,287
+1,275
+32% +$220K 0.06% 227
2024
Q2
$803K Buy
4,012
+19
+0.5% +$3.8K 0.06% 228
2024
Q1
$791K Buy
+3,993
New +$791K 0.07% 222
2023
Q3
Sell
-14,397
Closed -$1.89M 346
2023
Q2
$1.89M Sell
14,397
-96
-0.7% -$12.6K 0.2% 125
2023
Q1
$1.96M Buy
14,493
+1,200
+9% +$162K 0.21% 128
2022
Q4
$1.82M Buy
+13,293
New +$1.82M 0.21% 130