LWMI
CIVI

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

Legacy Wealth Management (Idaho)’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,737
Closed -$47.1K – 1045
2025
Q4 		$47.1K Sell
1,737
-279
-14% -$8.07K 0.02% 226
2025
Q3 		$65.5K Buy
2,016
+101
+5% +$3.23K 0.03% 148
2025
Q2 		$52.7K Buy
1,915
+718
+60% +$20.8K 0.03% 154
2025
Q1 		$41.8K Sell
1,197
-16
-1% -$709 0.03% 160
2024
Q4 		$58.1K Sell
1,213
-86
-7% -$4.28K 0.04% 115
2024
Q3 		$66.4K Buy
+1,299
New +$80.4K 0.04% 102

Other funds holding CIVI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CIVI Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 1,737 shares — an estimated $47.1K sold.

Legacy Wealth Management (Idaho) first reported a position in CIVI in Q3 2024 and held it in 6 quarters. The position peaked at $66.4K in Q3 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,737 Civitas Resources shares in Q1 2026, an estimated $47.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Civitas Resources in Q3 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Civitas Resources position peaked at $66.4K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.