Lido Advisors’s Coterra Energy CTRA Stock Holding History

Lido Advisors’s Portfolio CTRA Stock Details CTRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,330	Closed	-$328K	–	2161
2026 Q1	$328K	Buy	+9,330	New	+$280K	﹤0.01%	1515
2025 Q3	–	Sell	-9,599	Closed	-$244K	–	1855
2025 Q2	$244K	Buy	9,599 +1,335	+16%	+$33.8K	﹤0.01%	1428
2025 Q1	$239K	Sell	8,264 -85	-1%	-$2.37K	﹤0.01%	1308
2024 Q4	$213K	Sell	8,349 -2,242	-21%	-$55.7K	﹤0.01%	1358
2024 Q3	$254K	Sell	10,591 -4,581	-30%	-$113K	﹤0.01%	1228
2024 Q2	$405K	Buy	15,172 +7,404	+95%	+$205K	﹤0.01%	1003
2024 Q1	$217K	Sell	7,768 -1,482	-16%	-$38K	﹤0.01%	1230
2023 Q4	$236K	Buy	+9,250	New	+$248K	﹤0.01%	1137

Other funds holding CTRA

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HEIP

Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Lido Advisors's CTRA Position: Q2 2026 in Review

Lido Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 9,330 shares — an estimated $328K sold.

Lido Advisors first reported a position in CTRA in Q4 2023 and held it in 8 quarters. The position peaked at $405K in Q2 2024. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

Lido Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
Lido Advisors sold 9,330 Coterra Energy shares in Q2 2026, an estimated $328K.
Lido Advisors first reported a position in Coterra Energy in Q4 2023 and held it in 8 quarters.
Lido Advisors's Coterra Energy position peaked at $405K in Q2 2024.
5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.