JFS Wealth Advisors’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 | $6.78K | Sell |
267
-192
| -42% | -$4.87K | ﹤0.01% | 982 |
|
|
2025
Q1 | $13.3K | Buy |
459
+5
| +1% | +$145 | ﹤0.01% | 781 |
|
|
2024
Q4 | $11.6K | Buy |
454
+149
| +49% | +$3.81K | ﹤0.01% | 809 |
|
|
2024
Q3 | $7.31K | Sell |
305
-120
| -28% | -$2.87K | ﹤0.01% | 971 |
|
|
2024
Q2 | $11.3K | Sell |
425
-5
| -1% | -$133 | ﹤0.01% | 756 |
|
|
2024
Q1 | $12K | Sell |
430
-30
| -7% | -$836 | ﹤0.01% | 761 |
|
|
2023
Q4 | $11.7K | Buy |
460
+5
| +1% | +$128 | ﹤0.01% | 729 |
|
|
2023
Q3 | $12.3K | Buy |
455
+190
| +72% | +$5.14K | ﹤0.01% | 658 |
|
|
2023
Q2 | $6.71K | Buy |
265
+25
| +10% | +$633 | ﹤0.01% | 879 |
|
|
2023
Q1 | $5.89K | Sell |
240
-90
| -27% | -$2.21K | ﹤0.01% | 919 |
|
|
2022
Q4 | $8.11K | Sell |
330
-46
| -12% | -$1.13K | ﹤0.01% | 788 |
|
|
2022
Q3 | $10K | Sell |
376
-88
| -19% | -$2.34K | ﹤0.01% | 717 |
|
|
2022
Q2 | $12K | Buy |
464
+241
| +108% | +$6.23K | ﹤0.01% | 709 |
|
|
2022
Q1 | $6K | Buy |
223
+130
| +140% | +$3.5K | ﹤0.01% | 960 |
|
|
2021
Q4 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 1054 |
|
|
2018
Q3 | – | Sell |
-249
| Closed | -$6K | – | 528 |
|
|
2018
Q2 | $6K | Hold |
249
| – | – | ﹤0.01% | 398 |
|
|
2018
Q1 | $6K | Buy |
249
+1
| +0.4% | +$24 | ﹤0.01% | 402 |
|
|
2017
Q4 | $7K | Hold |
248
| – | – | ﹤0.01% | 397 |
|
|
2017
Q3 | $7K | Buy |
248
+1
| +0.4% | +$28 | ﹤0.01% | 380 |
|
|
2017
Q2 | $6K | Buy |
247
+1
| +0.4% | +$24 | ﹤0.01% | 364 |
|
|
2017
Q1 | $6K | Hold |
246
| – | – | ﹤0.01% | 377 |
|
|
2016
Q4 | $6K | Hold |
246
| – | – | ﹤0.01% | 377 |
|
|
2016
Q3 | $6K | Hold |
246
| – | – | ﹤0.01% | 417 |
|
|
2016
Q2 | $6K | Hold |
246
| – | – | ﹤0.01% | 426 |
|
|
2016
Q1 | $6K | Buy |
246
+16
| +7% | +$390 | ﹤0.01% | 439 |
|
|
2015
Q4 | $4K | Buy |
230
+1
| +0.4% | +$17 | ﹤0.01% | 462 |
|
|
2015
Q3 | $5K | Hold |
229
| – | – | ﹤0.01% | 388 |
|
|
2015
Q2 | $7K | Hold |
229
| – | – | ﹤0.01% | 385 |
|
|
2015
Q1 | $7K | Hold |
229
| – | – | ﹤0.01% | 386 |
|
|
2014
Q4 | $7K | Hold |
229
| – | – | ﹤0.01% | 407 |
|
|
2014
Q3 | $7K | Hold |
229
| – | – | ﹤0.01% | 359 |
|
|
2014
Q2 | $8K | Buy |
+229
| New | +$8K | ﹤0.01% | 344 |
|