IFP Advisors’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 | – | Sell |
-123
| Closed | -$6.25K | – | 2139 |
|
|
2025
Q1 | $6.25K | Buy |
123
+11
| +10% | +$559 | ﹤0.01% | 2745 |
|
|
2024
Q4 | $7.71K | Sell |
112
-17
| -13% | -$1.17K | ﹤0.01% | 2638 |
|
|
2024
Q3 | $6.54K | Buy |
129
+29
| +29% | +$1.47K | ﹤0.01% | 2583 |
|
|
2024
Q2 | $6.9K | Hold |
100
| – | – | ﹤0.01% | 2464 |
|
|
2024
Q1 | $7.59K | Buy |
+100
| New | +$7.59K | ﹤0.01% | 2329 |
|
|
2023
Q3 | – | Sell |
-65
| Closed | -$4.51K | – | 3339 |
|
|
2023
Q2 | $4.51K | Buy |
65
+23
| +55% | +$1.6K | ﹤0.01% | 2581 |
|
|
2023
Q1 | $2.36K | Sell |
42
-1,943
| -98% | -$109K | ﹤0.01% | 2845 |
|
|
2022
Q4 | $124K | Sell |
1,985
-75
| -4% | -$4.69K | ﹤0.01% | 1628 |
|
|
2022
Q3 | $130K | Buy |
2,060
+393
| +24% | +$24.8K | ﹤0.01% | 1679 |
|
|
2022
Q2 | $103K | Hold |
1,667
| – | – | ﹤0.01% | 1669 |
|
|
2022
Q1 | $103K | Buy |
+1,667
| New | +$103K | ﹤0.01% | 1669 |
|
|
2017
Q2 | – | Sell |
-40
| Closed | -$5K | – | 4054 |
|
|
2017
Q1 | $5K | Buy |
40
+16
| +67% | +$2K | ﹤0.01% | 3236 |
|
|
2016
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 3465 |
|
|
2016
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 3417 |
|
|
2016
Q2 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 3115 |
|
|
2016
Q1 | – | Sell |
-24
| Closed | -$14K | – | 2526 |
|
|
2015
Q4 | $14K | Buy |
+24
| New | +$14K | ﹤0.01% | 2358 |
|