Montis Financial’s Coterra Energy CTRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$218K Sell
2024
Q4
$278K Hold
2024
Q3
$260K Hold
2024
Q2
$290K Hold
2024
Q1
$303K Hold
2023
Q4
$277K Hold
2023
Q3
$294K Sell
2023
Q2
$283K Hold
2023
Q1
$275K Sell
2022
Q4
$307K Hold
2022
Q3
$326K Buy
2022
Q2
$313K Hold
2022
Q1
$327K Hold
2021
Q4
$230K Sell
2021
Q3
$285K Sell
2021
Q2
$323K Buy
2021
Q1
$309K Hold
2020
Q4
$308K Buy