MorganRosel Wealth Management’s Crescent Energy CRGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
67,934
+14,311
| +27% | +$123K | 0.16% | 83 |
|
|
2025
Q1 | $603K | Hold |
53,623
| – | – | 0.18% | 72 |
|
|
2024
Q4 | $783K | Buy |
+53,623
| New | +$783K | 0.26% | 70 |
|
|
2022
Q4 | – | Sell |
-33,064
| Closed | -$445K | – | 95 |
|
|
2022
Q3 | $445K | Hold |
33,064
| – | – | 0.22% | 72 |
|
|
2022
Q2 | $413K | Hold |
33,064
| – | – | 0.22% | 76 |
|
|
2022
Q1 | $573K | Buy |
+33,064
| New | +$573K | 0.28% | 63 |
|