LGT Financial Advisors’s Callon Petroleum Company CPE Stock Holding History

LGT Financial Advisors’s Portfolio CPE Stock Details CPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-459	Closed	-$16.4K	–	874
2024 Q1	$16.4K	Buy	459 +95	+26%	+$3.1K	0.02%	400
2023 Q4	$11.8K	Sell	364 -414	-53%	-$14.2K	0.01%	453
2023 Q3	$30.4K	Buy	+778	New	+$28.7K	0.04%	274

Other funds holding CPE

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LGT Financial Advisors's CPE Position: Q2 2024 in Review

LGT Financial Advisors sold out of Callon Petroleum Company (CPE) in Q2 2024, closing a stake of 459 shares — an estimated $16.4K sold.

LGT Financial Advisors first reported a position in CPE in Q3 2023 and held it in 3 quarters. The position peaked at $30.4K in Q3 2023. 2 funds tracked by Wall St. Rank hold CPE as of Q2 2024.

LGT Financial Advisors reported no remaining Callon Petroleum Company position as of Q2 2024 after selling out during the quarter.
LGT Financial Advisors sold 459 Callon Petroleum Company shares in Q2 2024, an estimated $16.4K.
LGT Financial Advisors first reported a position in Callon Petroleum Company in Q3 2023 and held it in 3 quarters.
LGT Financial Advisors's Callon Petroleum Company position peaked at $30.4K in Q3 2023.
2 funds tracked by Wall St. Rank held Callon Petroleum Company as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.