Legacy Wealth Management (Idaho)’s Coterra Energy CTRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.9K Sell
2,559
-138
-5% -$3.5K 0.03% 133
2025
Q1
$77.9K Sell
2,697
-939
-26% -$27.1K 0.06% 112
2024
Q4
$99.6K Sell
3,636
-94
-3% -$2.57K 0.06% 86
2024
Q3
$95.5K Buy
+3,730
New +$95.5K 0.06% 87