EverSource Wealth Advisors’s Crescent Energy CRGY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.6K	Buy	1,232 +105	+9%	+$1.1K	﹤0.01%	2622
2025 Q4	$9.46K	Buy	1,127 +5	+0.4%	+$44	﹤0.01%	2828
2025 Q3	$10K	Sell	1,122 -127	-10%	-$1.15K	﹤0.01%	2821
2025 Q2	$10.7K	Buy	1,249 +1,115	+832%	+$9.76K	﹤0.01%	2762
2025 Q1	$1.51K	Buy	134 +95	+244%	+$1.31K	﹤0.01%	3065
2024 Q4	$570	Buy	+39	New	+$529	﹤0.01%	3142
2024 Q2	–	Sell	-1,235	Closed	-$13.1K	–	3078
2024 Q1	$13.1K	Sell	1,235 -100	-7%	-$1.13K	﹤0.01%	1560
2023 Q4	$17.6K	Hold	1,335	–	–	﹤0.01%	1292
2023 Q3	$16.9K	Buy	1,335 +100	+8%	+$1.22K	﹤0.01%	1193
2023 Q2	$12.9K	Hold	1,235	–	–	﹤0.01%	1333
2023 Q1	$14K	Sell	1,235 -28	-2%	-$324	﹤0.01%	1227
2022 Q4	$15.1K	Buy	1,263 +1	+0.1%	+$14	﹤0.01%	1168
2022 Q3	$17K	Buy	+1,262	New	+$18.5K	﹤0.01%	953