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 |
|