HB Wealth 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
$377K Buy
14,846
+3,887
+35% +$98.7K ﹤0.01% 835
2025
Q1
$317K Buy
10,959
+1,376
+14% +$39.8K ﹤0.01% 925
2024
Q4
$245K Buy
9,583
+1,061
+12% +$27.1K ﹤0.01% 880
2024
Q3
$204K Sell
8,522
-2,383
-22% -$57.1K ﹤0.01% 877
2024
Q2
$291K Buy
10,905
+1,634
+18% +$43.6K ﹤0.01% 712
2024
Q1
$258K Buy
+9,271
New +$258K ﹤0.01% 706