LPL Financial’s Crescent Energy CRGY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
29,715
-13,225
-31% -$114K ﹤0.01% 4775
2025
Q1
$483K Sell
42,940
-47,278
-52% -$531K ﹤0.01% 4140
2024
Q4
$1.32M Buy
90,218
+70,568
+359% +$1.03M ﹤0.01% 3228
2024
Q3
$215K Buy
+19,650
New +$215K ﹤0.01% 4580
2024
Q2
Sell
-11,387
Closed -$136K 4931
2024
Q1
$136K Sell
11,387
-10,595
-48% -$126K ﹤0.01% 4537
2023
Q4
$290K Buy
21,982
+3,709
+20% +$49K ﹤0.01% 4058
2023
Q3
$231K Buy
18,273
+2,670
+17% +$33.7K ﹤0.01% 4076
2023
Q2
$163K Sell
15,603
-1,152
-7% -$12K ﹤0.01% 4163
2023
Q1
$189K Sell
16,755
-487
-3% -$5.51K ﹤0.01% 4035
2022
Q4
$207K Buy
17,242
+628
+4% +$7.53K ﹤0.01% 3932
2022
Q3
$224K Buy
16,614
+846
+5% +$11.4K ﹤0.01% 3807
2022
Q2
$197K Buy
+15,768
New +$197K ﹤0.01% 3926