EFS
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Essex Financial Services’s Coterra Energy CTRA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,246
Closed -$209K 693
2025
Q1
$209K Sell
7,246
-1,028
-12% -$29.7K 0.02% 597
2024
Q4
$211K Buy
+8,274
New +$211K 0.01% 596
2024
Q2
Sell
-8,113
Closed -$226K 617
2024
Q1
$226K Sell
8,113
-2,000
-20% -$55.8K 0.02% 482
2023
Q4
$258K Buy
10,113
+2,438
+32% +$62.2K 0.03% 430
2023
Q3
$208K Sell
7,675
-2,835
-27% -$76.7K 0.02% 443
2023
Q2
$266K Sell
10,510
-70,582
-87% -$1.79M 0.03% 390
2023
Q1
$1.99M Sell
81,092
-22,299
-22% -$547K 0.21% 108
2022
Q4
$2.54M Sell
103,391
-34,096
-25% -$838K 0.27% 92
2022
Q3
$3.59M Buy
137,487
+23,188
+20% +$606K 0.43% 54
2022
Q2
$2.95M Buy
114,299
+6,772
+6% +$175K 0.33% 76
2022
Q1
$2.9M Buy
107,527
+68,689
+177% +$1.85M 0.28% 90
2021
Q4
$738K Buy
+38,838
New +$738K 0.07% 237