IFP Advisors’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.75K | Buy |
141
+94
| +200% | +$2.42K | ﹤0.01% | 3558 |
|
|
2025
Q4 | $1.2K | Hold |
47
| – | – | ﹤0.01% | 4012 |
|
|
2025
Q3 | $1.72K | Buy |
+47
| New | +$1.41K | ﹤0.01% | 3760 |
|
|
2025
Q2 | – | Sell |
-16
| Closed | -$352 | – | 3791 |
|
|
2025
Q1 | $310 | Hold |
16
| – | – | ﹤0.01% | 3557 |
|
|
2024
Q4 | $299 | Buy |
16
+10
| +167% | +$202 | ﹤0.01% | 3569 |
|
|
2024
Q3 | $138 | Hold |
6
| – | – | ﹤0.01% | 3221 |
|
|
2024
Q2 | $161 | Buy |
+6
| New | +$182 | ﹤0.01% | 3151 |
|
|
2024
Q1 | – | Sell |
-2,700
| Closed | -$89.7K | – | 3103 |
|
|
2023
Q4 | $81.8K | Buy |
2,700
+30
| +1% | +$948 | ﹤0.01% | 1337 |
|
|
2023
Q3 | $90.9K | Buy |
+2,670
| New | +$91.2K | ﹤0.01% | 1301 |
|
|
2023
Q2 | – | Sell |
-52
| Closed | -$2.08K | – | 3468 |
|
|
2023
Q1 | $2.08K | Sell |
52
-248
| -83% | -$7.95K | ﹤0.01% | 2884 |
|
|
2022
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 3254 |
|
|
2022
Q3 | $12K | Buy |
+300
| New | +$9.46K | ﹤0.01% | 3501 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3645 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3348 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3280 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3178 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3045 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2924 |
|
|
2020
Q1 | – | Sell |
-1,043
| Closed | -$31.4K | – | 2944 |
|
|
2019
Q4 | $42K | Buy |
1,043
+38
| +4% | +$1.67K | ﹤0.01% | 1324 |
|
|
2019
Q3 | $43K | Buy |
+1,005
| New | +$46.8K | ﹤0.01% | 1434 |
|
|
2019
Q1 | – | Sell |
-304
| Closed | -$10K | – | 2569 |
|
|
2018
Q4 | $10K | Buy |
304
+104
| +52% | +$3.96K | ﹤0.01% | 2493 |
|
|
2018
Q3 | $8K | Buy |
+200
| New | +$7.51K | ﹤0.01% | 2962 |
|
Other funds holding CVI
IC
VPM
VCM
CM
