JFS Wealth Advisors’s Crescent Energy CRGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379 | Sell |
44
-11
| -20% | -$95 | ﹤0.01% | 1736 |
|
|
2025
Q1 | $619 | Buy |
+55
| New | +$619 | ﹤0.01% | 1741 |
|
|
2024
Q4 | – | Sell |
-3
| Closed | -$33 | – | 1959 |
|
|
2024
Q3 | $33 | Sell |
3
-2
| -40% | -$22 | ﹤0.01% | 1945 |
|
|
2024
Q2 | $60 | Hold |
5
| – | – | ﹤0.01% | 1949 |
|
|
2024
Q1 | $60 | Buy |
+5
| New | +$60 | ﹤0.01% | 1970 |
|