Everhart Financial Group’s Coterra Energy CTRA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$388K	Buy	15,299 +2,539	+20%	+$64.4K	0.04%	260
2025 Q1	$369K	Buy	12,760 +4,457	+54%	+$129K	0.05%	252
2024 Q4	$212K	Buy	+8,303	New	+$212K	0.04%	299
2024 Q3	–	Sell	-9,081	Closed	-$242K	–	319
2024 Q2	$242K	Buy	+9,081	New	+$242K	0.06%	257