HWMO
Heritage Wealth Management (Ohio)’s Crescent Energy CRGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.2K | Sell |
10,600
-95,825
| -90% | -$824K | 0.03% | 238 |
|
|
2025
Q1 | $1.2M | Sell |
106,425
-5,050
| -5% | -$56.8K | 0.41% | 63 |
|
|
2024
Q4 | $1.63M | Buy |
111,475
+2,775
| +3% | +$40.5K | 0.54% | 41 |
|
|
2024
Q3 | $1.19M | Sell |
108,700
-15,150
| -12% | -$166K | 0.39% | 68 |
|
|
2024
Q2 | $1.51M | Buy |
+123,850
| New | +$1.51M | 0.51% | 49 |
|