LWMI
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Legacy Wealth Management (Idaho)’s Crescent Energy CRGY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
16,013
+2,431
+18% +$20.9K 0.07% 93
2025
Q1
$153K Sell
13,582
-1,913
-12% -$21.5K 0.11% 78
2024
Q4
$227K Sell
15,495
-1,220
-7% -$17.9K 0.15% 67
2024
Q3
$231K Buy
+16,715
New +$231K 0.13% 58