JFS Wealth Advisors’s Callon Petroleum Company CPE Stock Holding History

JFS Wealth Advisors’s Portfolio CPE Stock Details CPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-23	Closed	-$823	–	2064
2024 Q1	$823	Hold	23	–	–	﹤0.01%	1699
2023 Q4	$746	Hold	23	–	–	﹤0.01%	1714
2023 Q3	$900	Hold	23	–	–	﹤0.01%	1622
2023 Q2	$807	Buy	23 +19	+475%	+$636	﹤0.01%	1663
2023 Q1	$134	Sell	4 -12	-75%	-$452	﹤0.01%	1870
2022 Q4	$593	Sell	16 -5	-24%	-$205	﹤0.01%	1711
2022 Q3	$1K	Buy	21 +7	+50%	+$280	﹤0.01%	1705
2022 Q2	$1K	Buy	14 +2	+17%	+$107	﹤0.01%	1697
2022 Q1	$1K	Buy	12 +8	+200%	+$438	﹤0.01%	1781
2021 Q4	$0	Buy	+4	New	+$214	﹤0.01%	1927

Other funds holding CPE

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JFS Wealth Advisors's CPE Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Callon Petroleum Company (CPE) in Q2 2024, closing a stake of 23 shares — an estimated $823 sold.

JFS Wealth Advisors first reported a position in CPE in Q4 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 2 funds tracked by Wall St. Rank hold CPE as of Q2 2024.

JFS Wealth Advisors reported no remaining Callon Petroleum Company position as of Q2 2024 after selling out during the quarter.
JFS Wealth Advisors sold 23 Callon Petroleum Company shares in Q2 2024, an estimated $823.
JFS Wealth Advisors first reported a position in Callon Petroleum Company in Q4 2021 and held it in 10 quarters.
JFS Wealth Advisors's Callon Petroleum Company position peaked at $1K in Q3 2022.
2 funds tracked by Wall St. Rank held Callon Petroleum Company as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.