Moody Lynn & Lieberson’s Coterra Energy CTRA Stock Holding History

Moody Lynn & Lieberson’s Portfolio CTRA Stock Details CTRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-105,291	Closed	-$3.7M	–	268
2026 Q1	$3.7M	Hold	105,291	–	–	0.21%	60
2025 Q4	$2.77M	Hold	105,291	–	–	0.15%	73
2025 Q3	$2.49M	Buy	105,291 +50	+0%	+$1.21K	0.13%	80
2025 Q2	$2.67M	Buy	105,241 +42	+0%	+$1.06K	0.15%	86
2025 Q1	$3.04M	Hold	105,199	–	–	0.2%	70
2024 Q4	$2.69M	Hold	105,199	–	–	0.16%	78
2024 Q3	$2.52M	Hold	105,199	–	–	0.16%	84
2024 Q2	$2.81M	Hold	105,199	–	–	0.18%	72
2024 Q1	$2.93M	Buy	105,199 +12,699	+14%	+$326K	0.2%	80
2023 Q4	$2.36M	Sell	92,500 -500	-0.5%	-$13.4K	0.18%	81
2023 Q3	$2.52M	Hold	93,000	–	–	0.22%	71
2023 Q2	$2.35M	Hold	93,000	–	–	0.19%	77
2023 Q1	$2.28M	Hold	93,000	–	–	0.21%	76
2022 Q4	$2.29M	Hold	93,000	–	–	0.21%	80
2022 Q3	$2.43M	Hold	93,000	–	–	0.23%	77
2022 Q2	$2.4M	Sell	93,000 -2,000	-2%	-$60.7K	0.22%	78
2022 Q1	$2.56M	Hold	95,000	–	–	0.19%	82
2021 Q4	$1.8M	Hold	95,000	–	–	0.12%	94
2021 Q3	$2.07M	Sell	95,000 -20,000	-17%	-$343K	0.15%	87
2021 Q2	$2.01M	Sell	115,000 -5,000	-4%	-$85.1K	0.15%	87
2021 Q1	$2.25M	Hold	120,000	–	–	0.19%	80
2020 Q4	$1.95M	Hold	120,000	–	–	0.17%	86
2020 Q3	$2.08M	Hold	120,000	–	–	0.21%	82
2020 Q2	$2.06M	Hold	120,000	–	–	0.22%	76
2020 Q1	$2.06K	Sell	120,000 -33,315	-22%	-$527K	0.28%	64
2019 Q4	$2.67M	Sell	153,315 -6,000	-4%	-$104K	0.26%	84
2019 Q3	$2.8M	Sell	159,315 -12,000	-7%	-$230K	0.31%	70
2019 Q2	$3.93M	Sell	171,315 -18,534	-10%	-$472K	0.43%	59
2019 Q1	$4.96M	Sell	189,849 -1,466	-0.8%	-$36.8K	0.57%	52
2018 Q4	$4.28M	Hold	191,315	–	–	0.57%	53
2018 Q3	$4.31M	Sell	191,315 -115,553	-38%	-$2.7M	0.46%	65
2018 Q2	$7.3M	Sell	306,868 -226,009	-42%	-$5.28M	0.86%	40
2018 Q1	$12.8M	Sell	532,877 -25,649	-5%	-$659K	1.54%	25
2017 Q4	$14.9M	Buy	558,526 +5,652	+1%	+$155K	1.59%	20
2017 Q3	$14.8M	Buy	552,874 +362,874	+191%	+$9.22M	1.8%	19
2017 Q2	$4.76M	Buy	+190,000	New	+$4.49M	0.63%	52

Other funds holding CTRA

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HEIP

Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Moody Lynn & Lieberson's CTRA Position: Q2 2026 in Review

Moody Lynn & Lieberson sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 105,291 shares — an estimated $3.7M sold.

Moody Lynn & Lieberson first reported a position in CTRA in Q2 2017 and held it in 36 quarters. The position peaked at $14.9M in Q4 2017. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

Moody Lynn & Lieberson reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
Moody Lynn & Lieberson sold 105,291 Coterra Energy shares in Q2 2026, an estimated $3.7M.
Moody Lynn & Lieberson first reported a position in Coterra Energy in Q2 2017 and held it in 36 quarters.
Moody Lynn & Lieberson's Coterra Energy position peaked at $14.9M in Q4 2017.
5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.