Geneos Wealth Management’s Civitas Resources CIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Buy |
510
+166
| +48% | +$4.57K | ﹤0.01% | 2183 |
|
|
2025
Q1 | $32.1K | Buy |
344
+280
| +438% | +$26.2K | ﹤0.01% | 2123 |
|
|
2024
Q4 | $2.94K | Sell |
64
-48
| -43% | -$2.2K | ﹤0.01% | 2490 |
|
|
2024
Q3 | $5.68K | Buy |
+112
| New | +$5.68K | ﹤0.01% | 2036 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$20.5K | – | 2074 |
|
|
2023
Q1 | $20.5K | Buy |
+300
| New | +$20.5K | ﹤0.01% | 1340 |
|
|
2022
Q3 | – | Sell |
-1,688
| Closed | -$89K | – | 2099 |
|
|
2022
Q2 | $89K | Buy |
1,688
+17
| +1% | +$896 | ﹤0.01% | 1046 |
|
|
2022
Q1 | $99K | Buy |
+1,671
| New | +$99K | ﹤0.01% | 1098 |
|