MWM
CLR

MorganRosel Wealth Management’s CONTINENTAL RESOURCES INC. CLR Stock Holding History

MorganRosel Wealth Management’s Portfolio CLR Stock Details CLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-77,387
Closed -$5.17M – 106
2022
Q3 		$5.17M Hold
77,387
– – 2.59% 8
2022
Q2 		$5.06M Sell
77,387
-8,127
-10% -$515K 2.71% 11
2022
Q1 		$5.25M Sell
85,514
-45,519
-35% -$2.52M 2.54% 10
2021
Q4 		$5.87M Buy
131,033
+99,915
+321% +$4.75M 2.85% 8
2021
Q3 		$1.44M Sell
31,118
-149
-0.5% -$5.62K 0.78% 21
2021
Q2 		$1.19M Sell
31,267
-23,304
-43% -$725K 0.67% 22
2021
Q1 		$1.41M Sell
54,571
-5,024
-8% -$118K 0.89% 21
2020
Q4 		$971K Hold
59,595
– – 0.68% 31
2020
Q3 		$732K Buy
59,595
+5,403
+10% +$87.8K 0.59% 33
2020
Q2 		$950K Hold
54,192
– – 0.88% 19
2020
Q1 		$414K Buy
54,192
+1,000
+2% +$22.3K 0.47% 48
2019
Q4 		$1.82M Sell
53,192
-300
-0.6% -$9.31K 1.38% 16
2019
Q3 		$1.65M Buy
53,492
+300
+0.6% +$10.1K 1.35% 15
2019
Q2 		$2.24M Buy
53,192
+8,792
+20% +$376K 1.84% 16
2019
Q1 		$1.99M Hold
44,400
– – 1.69% 18
2018
Q4 		$1.78M Buy
+44,400
New +$2.27M 1.85% 15

Other funds holding CLR

MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MorganRosel Wealth Management's CLR Position: Q4 2022 in Review

MorganRosel Wealth Management sold out of CONTINENTAL RESOURCES INC. (CLR) in Q4 2022, closing a stake of 77,387 shares — an estimated $5.17M sold.

MorganRosel Wealth Management first reported a position in CLR in Q4 2018 and held it in 16 quarters. The position peaked at $5.87M in Q4 2021. 4 funds tracked by Wall St. Rank hold CLR as of Q4 2022.

  • MorganRosel Wealth Management reported no remaining CONTINENTAL RESOURCES INC. position as of Q4 2022 after selling out during the quarter.
  • MorganRosel Wealth Management sold 77,387 CONTINENTAL RESOURCES INC. shares in Q4 2022, an estimated $5.17M.
  • MorganRosel Wealth Management first reported a position in CONTINENTAL RESOURCES INC. in Q4 2018 and held it in 16 quarters.
  • MorganRosel Wealth Management's CONTINENTAL RESOURCES INC. position peaked at $5.87M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held CONTINENTAL RESOURCES INC. as of Q4 2022.

Based on MorganRosel Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.