Klein Pavlis & Peasley Financial’s Civitas Resources CIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
81,362
+18,948
| +30% | +$521K | 1.49% | 25 |
|
|
2025
Q1 | $2.14M | Buy |
62,414
+41,529
| +199% | +$1.42M | 1.54% | 23 |
|
|
2024
Q4 | $958K | Sell |
20,885
-20,278
| -49% | -$930K | 0.77% | 50 |
|
|
2024
Q3 | $2.09M | Buy |
41,163
+4,014
| +11% | +$203K | 1.67% | 20 |
|
|
2024
Q2 | $2.56M | Buy |
37,149
+1,683
| +5% | +$116K | 2.28% | 14 |
|
|
2024
Q1 | $2.69M | Buy |
35,466
+6,272
| +21% | +$476K | 2.43% | 11 |
|
|
2023
Q4 | $2M | Buy |
+29,194
| New | +$2M | 1.86% | 14 |
|