Fiduciary Alliance’s Crescent Energy CRGY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-25	Closed	-$261	–	316
2023 Q2	$261	Buy	+25	New	+$261	﹤0.01%	957
2023 Q1	–	Sell	-25	Closed	-$300	–	290
2022 Q4	$300	Buy	+25	New	+$300	﹤0.01%	879