JBR Co Financial Management’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
8,136
+400
| +5% | +$10.2K | 0.1% | 111 |
|
|
2025
Q1 | $224K | Buy |
+7,736
| New | +$224K | 0.13% | 104 |
|
|
2024
Q3 | – | Sell |
-7,736
| Closed | -$206K | – | 107 |
|
|
2024
Q2 | $206K | Sell |
7,736
-387
| -5% | -$10.3K | 0.14% | 100 |
|
|
2024
Q1 | $226K | Hold |
8,123
| – | – | 0.18% | 90 |
|
|
2023
Q4 | $207K | Buy |
+8,123
| New | +$207K | 0.19% | 85 |
|