ISWM
CLR

Independent Solutions Wealth Management’s CONTINENTAL RESOURCES INC. CLR Stock Holding History

Independent Solutions Wealth Management’s Portfolio CLR Stock Details CLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,053
Closed -$271K – 228
2022
Q3 		$271K Sell
4,053
-16,333
-80% -$1.1M 0.09% 172
2022
Q2 		$1.33M Sell
20,386
-1,381
-6% -$87.5K 0.42% 63
2022
Q1 		$1.33M Buy
21,767
+111
+0.5% +$6.16K 0.31% 78
2021
Q4 		$969K Buy
21,656
+478
+2% +$22.7K 0.23% 93
2021
Q3 		$977K Buy
21,178
+55
+0.3% +$2.08K 0.24% 91
2021
Q2 		$803K Buy
21,123
+4,477
+27% +$139K 0.2% 102
2021
Q1 		$431K Buy
+16,646
New +$390K 0.12% 124

Other funds holding CLR

MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Independent Solutions Wealth Management's CLR Position: Q4 2022 in Review

Independent Solutions Wealth Management sold out of CONTINENTAL RESOURCES INC. (CLR) in Q4 2022, closing a stake of 4,053 shares — an estimated $271K sold.

Independent Solutions Wealth Management first reported a position in CLR in Q1 2021 and held it in 7 quarters. The position peaked at $1.33M in Q1 2022. 4 funds tracked by Wall St. Rank hold CLR as of Q4 2022.

  • Independent Solutions Wealth Management reported no remaining CONTINENTAL RESOURCES INC. position as of Q4 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 4,053 CONTINENTAL RESOURCES INC. shares in Q4 2022, an estimated $271K.
  • Independent Solutions Wealth Management first reported a position in CONTINENTAL RESOURCES INC. in Q1 2021 and held it in 7 quarters.
  • Independent Solutions Wealth Management's CONTINENTAL RESOURCES INC. position peaked at $1.33M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held CONTINENTAL RESOURCES INC. as of Q4 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2022, filed 19 Dec 2024.