LFA
CTRA

Legacy Financial Advisors’s Coterra Energy CTRA Stock Holding History

Legacy Financial Advisors’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,265
Closed -$536K – 440
2026
Q1 		$536K Sell
15,265
-214
-1% -$6.43K 0.08% 231
2025
Q4 		$407K Buy
15,479
+3,857
+33% +$97.2K 0.06% 258
2025
Q3 		$275K Buy
11,622
+1,701
+17% +$41K 0.04% 345
2025
Q2 		$252K Sell
9,921
-16
-0.2% -$406 0.04% 300
2025
Q1 		$287K Sell
9,937
-31
-0.3% -$865 0.05% 279
2024
Q4 		$255K Sell
9,968
-9
-0.1% -$224 0.04% 298
2024
Q3 		$239K Sell
9,977
-641
-6% -$15.8K 0.04% 312
2024
Q2 		$283K Buy
10,618
+449
+4% +$12.4K 0.05% 261
2024
Q1 		$284K Sell
10,169
-65
-0.6% -$1.67K 0.05% 259
2023
Q4 		$261K Sell
10,234
-52
-0.5% -$1.39K 0.05% 248
2023
Q3 		$278K Sell
10,286
-8
-0.1% -$218 0.06% 209
2023
Q2 		$260K Hold
10,294
– – 0.05% 212
2023
Q1 		$253K Sell
10,294
-643
-6% -$15.8K 0.05% 209
2022
Q4 		$269K Buy
10,937
+701
+7% +$19.3K 0.06% 192
2022
Q3 		$267K Sell
10,236
-154
-1% -$4.41K 0.06% 171
2022
Q2 		$268K Buy
10,390
+7
+0.1% +$212 0.07% 163
2022
Q1 		$280K Sell
10,383
-12
-0.1% -$280 0.06% 175
2021
Q4 		$198K Buy
+10,395
New +$217K 0.05% 204
2019
Q2 		– Sell
-443
Closed -$12K – 299
2019
Q1 		$12K Buy
443
+412
+1,329% +$10.3K ﹤0.01% 574
2018
Q4 		$1K Sell
31
-130
-81% -$3.14K ﹤0.01% 891
2018
Q3 		$3K Sell
161
-327
-67% -$7.63K ﹤0.01% 756
2018
Q2 		$11K Hold
488
– – ﹤0.01% 494
2018
Q1 		$11K Hold
488
– – ﹤0.01% 452
2017
Q4 		$13K Buy
+488
New +$13.4K 0.01% 429

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Legacy Financial Advisors's CTRA Position: Q2 2026 in Review

Legacy Financial Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 15,265 shares — an estimated $536K sold.

Legacy Financial Advisors first reported a position in CTRA in Q4 2017 and held it in 24 quarters. The position peaked at $536K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Legacy Financial Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 15,265 Coterra Energy shares in Q2 2026, an estimated $536K.
  • Legacy Financial Advisors first reported a position in Coterra Energy in Q4 2017 and held it in 24 quarters.
  • Legacy Financial Advisors's Coterra Energy position peaked at $536K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.