GeoWealth 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 | $115K | Sell |
4,536
-22
| -0.5% | -$558 | ﹤0.01% | 784 |
|
|
2025
Q1 | $132K | Hold |
4,558
| – | – | 0.01% | 743 |
|
|
2024
Q4 | $116K | Buy |
4,558
+265
| +6% | +$6.77K | ﹤0.01% | 923 |
|
|
2024
Q3 | $103K | Buy |
+4,293
| New | +$103K | ﹤0.01% | 887 |
|
|
2021
Q4 | – | Sell |
-13,243
| Closed | -$288K | – | 384 |
|
|
2021
Q3 | $288K | Buy |
+13,243
| New | +$288K | 0.02% | 268 |
|