HBK Sorce Advisory’s Crescent Energy CRGY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-90,000	Closed	-$85K	–	638
2022 Q4	$85K	Buy	90,000 +45,000	+100%	+$42.5K	﹤0.01%	698
2022 Q3	$41K	Buy	+45,000	New	+$41K	﹤0.01%	522