EverSource Wealth Advisors’s Crescent Energy CRGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Buy |
1,249
+1,115
| +832% | +$9.59K | ﹤0.01% | 2754 |
|
|
2025
Q1 | $1.51K | Buy |
134
+95
| +244% | +$1.07K | ﹤0.01% | 3063 |
|
|
2024
Q4 | $570 | Buy |
+39
| New | +$570 | ﹤0.01% | 3142 |
|
|
2024
Q2 | – | Sell |
-1,235
| Closed | -$13.1K | – | 3078 |
|
|
2024
Q1 | $13.1K | Sell |
1,235
-100
| -7% | -$1.06K | ﹤0.01% | 1560 |
|
|
2023
Q4 | $17.6K | Hold |
1,335
| – | – | ﹤0.01% | 1292 |
|
|
2023
Q3 | $16.9K | Buy |
1,335
+100
| +8% | +$1.26K | ﹤0.01% | 1193 |
|
|
2023
Q2 | $12.9K | Hold |
1,235
| – | – | ﹤0.01% | 1333 |
|
|
2023
Q1 | $14K | Sell |
1,235
-28
| -2% | -$317 | ﹤0.01% | 1226 |
|
|
2022
Q4 | $15.1K | Buy |
1,263
+1
| +0.1% | +$12 | ﹤0.01% | 1168 |
|
|
2022
Q3 | $17K | Buy |
+1,262
| New | +$17K | ﹤0.01% | 953 |
|