Jones Financial Companies’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
$254K Buy
28,375
+24,054
+557% +$215K ﹤0.01% 1556
2025
Q1
$48.1K Buy
4,321
+794
+23% +$8.85K ﹤0.01% 2081
2024
Q4
$51.5K Buy
3,527
+2,377
+207% +$34.7K ﹤0.01% 1867
2024
Q3
$12.8K Buy
+1,150
New +$12.8K ﹤0.01% 2127