EverSource Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Buy
5,537
+2,328
+73% +$59.1K 0.01% 1028
2025
Q1
$92.7K Buy
3,209
+943
+42% +$27.3K 0.01% 933
2024
Q4
$57.9K Sell
2,266
-1,429
-39% -$36.5K ﹤0.01% 1123
2024
Q3
$88.5K Buy
3,695
+216
+6% +$5.17K 0.01% 840
2024
Q2
$89.7K Buy
3,479
+1,128
+48% +$29.1K 0.01% 838
2024
Q1
$64.3K Buy
2,351
+557
+31% +$15.2K 0.01% 877
2023
Q4
$45.8K Buy
1,794
+35
+2% +$893 ﹤0.01% 931
2023
Q3
$47.6K Sell
1,759
-122
-6% -$3.3K 0.01% 827
2023
Q2
$47.6K Buy
1,881
+1,287
+217% +$32.6K 0.01% 857
2023
Q1
$14.6K Buy
594
+177
+42% +$4.34K ﹤0.01% 1208
2022
Q4
$10.2K Buy
417
+3
+0.7% +$74 ﹤0.01% 1326
2022
Q3
$11K Buy
414
+43
+12% +$1.14K ﹤0.01% 1090
2022
Q2
$10K Buy
371
+12
+3% +$323 ﹤0.01% 1024
2022
Q1
$10K Buy
359
+61
+20% +$1.7K ﹤0.01% 963
2021
Q4
$6K Buy
+298
New +$6K ﹤0.01% 1170