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Legacy Wealth Management (Idaho)’s Civitas Resources CIVI Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio CIVI Stock Details CIVI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$52.7K Buy
1,915
+718
+60% +$19.8K 0.03% 152
2025
Q1 		$41.8K Sell
1,197
-16
-1% -$558 0.03% 158
2024
Q4 		$58.1K Sell
1,213
-86
-7% -$4.12K 0.04% 113
2024
Q3 		$66.4K Buy
+1,299
New +$66.4K 0.04% 100