Forum Financial Management’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
19,873
+1,123
| +6% | +$28.5K | 0.01% | 402 |
|
|
2025
Q1 | $542K | Hold |
18,750
| – | – | 0.01% | 340 |
|
|
2024
Q4 | $479K | Buy |
18,750
+2,896
| +18% | +$74K | 0.01% | 395 |
|
|
2024
Q3 | $380K | Sell |
15,854
-10
| -0.1% | -$240 | 0.01% | 415 |
|
|
2024
Q2 | $423K | Buy |
15,864
+33
| +0.2% | +$880 | 0.01% | 354 |
|
|
2024
Q1 | $441K | Hold |
15,831
| – | – | 0.01% | 367 |
|
|
2023
Q4 | $404K | Sell |
15,831
-10
| -0.1% | -$255 | 0.01% | 353 |
|
|
2023
Q3 | $429K | Hold |
15,841
| – | – | 0.01% | 319 |
|
|
2023
Q2 | $401K | Sell |
15,841
-40
| -0.3% | -$1.01K | 0.01% | 345 |
|
|
2023
Q1 | $390K | Hold |
15,881
| – | – | 0.01% | 321 |
|
|
2022
Q4 | $390K | Buy |
15,881
+15
| +0.1% | +$369 | 0.01% | 315 |
|
|
2022
Q3 | $414K | Hold |
15,866
| – | – | 0.02% | 265 |
|
|
2022
Q2 | $409K | Hold |
15,866
| – | – | 0.02% | 269 |
|
|
2022
Q1 | $427K | Sell |
15,866
-1,585
| -9% | -$42.7K | 0.02% | 277 |
|
|
2021
Q4 | $332K | Buy |
+17,451
| New | +$332K | 0.02% | 368 |
|