Montag & Associates’s Chord Energy CHRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823 | Hold |
8
| – | – | ﹤0.01% | 916 |
|
|
2025
Q1 | $958 | Hold |
8
| – | – | ﹤0.01% | 955 |
|
|
2024
Q4 | $993 | Buy |
8
+1
| +14% | +$124 | ﹤0.01% | 952 |
|
|
2024
Q3 | $863 | Buy |
7
+2
| +40% | +$247 | ﹤0.01% | 991 |
|
|
2024
Q2 | $894 | Hold |
5
| – | – | ﹤0.01% | 945 |
|
|
2024
Q1 | $950 | Buy |
+5
| New | +$950 | ﹤0.01% | 929 |
|
|
2023
Q2 | – | Sell |
-23
| Closed | -$3.1K | – | 920 |
|
|
2023
Q1 | $3.1K | Hold |
23
| – | – | ﹤0.01% | 841 |
|
|
2022
Q4 | $3.15K | Hold |
23
| – | – | ﹤0.01% | 851 |
|
|
2022
Q3 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 800 |
|