Mitchell McLeod Pugh & Williams’s Crescent Energy CRGY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,474	Closed	-$148K	–	264
2024 Q3	$148K	Buy	13,474 +140	+1%	+$1.6K	0.03%	265
2024 Q2	$158K	Buy	13,334 +129	+1%	+$1.52K	0.04%	259
2024 Q1	$157K	Buy	13,205 +132	+1%	+$1.49K	0.04%	258
2023 Q4	$173K	Buy	13,073 +134	+1%	+$1.58K	0.05%	250
2023 Q3	$164K	Buy	12,939 +119	+0.9%	+$1.46K	0.05%	244
2023 Q2	$134K	Buy	12,820 +327	+3%	+$3.5K	0.04%	246
2023 Q1	$141K	Hold	12,493	–	–	0.04%	247
2022 Q4	$150K	Buy	12,493 +163	+1%	+$2.24K	0.05%	237
2022 Q3	$166K	Buy	12,330 +139	+1%	+$2.04K	0.06%	216
2022 Q2	$152K	Buy	12,191 +191	+2%	+$3.18K	0.06%	211
2022 Q1	$208K	Buy	+12,000	New	+$178K	0.07%	218