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EP Wealth Advisors’s Coterra Energy CTRA Stock Holding History

EP Wealth Advisors’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.06M Buy
41,933
+7,741
+23% +$196K 0.01% 548
2025
Q1 		$988K Buy
34,192
+9,518
+39% +$275K 0.01% 503
2024
Q4 		$630K Sell
24,674
-1,839
-7% -$47K 0.01% 621
2024
Q3 		$635K Buy
+26,513
New +$635K 0.01% 618