Equitable Trust’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
$115K Hold
13,366
0.01% 431
2025
Q1
$150K Hold
13,366
0.01% 461
2024
Q4
$195K Hold
13,366
0.01% 464
2024
Q3
$146K Hold
13,366
0.01% 441
2024
Q2
$158K Hold
13,366
0.01% 430
2024
Q1
$159K Hold
13,366
0.01% 421
2023
Q4
$177K Hold
13,366
0.01% 394
2023
Q3
$169K Hold
13,366
0.01% 390
2023
Q2
$139K Hold
13,366
0.01% 400
2023
Q1
$151K Sell
13,366
-717
-5% -$8.11K 0.01% 392
2022
Q4
$169K Hold
14,083
0.01% 382
2022
Q3
$190K Hold
14,083
0.02% 374
2022
Q2
$176K Hold
14,083
0.01% 384
2022
Q1
$244K Hold
14,083
0.02% 363
2021
Q4
$178K Buy
+14,083
New +$178K 0.01% 367