Montag & Associates’s Civitas Resources CIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447 | Sell |
16
-4
| -20% | -$112 | ﹤0.01% | 935 |
|
|
2025
Q1 | $710 | Hold |
20
| – | – | ﹤0.01% | 974 |
|
|
2024
Q4 | $933 | Hold |
20
| – | – | ﹤0.01% | 958 |
|
|
2024
Q3 | $1.03K | Buy |
20
+1
| +5% | +$52 | ﹤0.01% | 978 |
|
|
2024
Q2 | $1.31K | Buy |
19
+3
| +19% | +$207 | ﹤0.01% | 906 |
|
|
2024
Q1 | $1.25K | Buy |
+16
| New | +$1.25K | ﹤0.01% | 904 |
|