Mount Yale Investment Advisors’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
$1.28M Buy
2025
Q1
$1.44M Sell
2024
Q4
$1.27M Buy
2022
Q3
Sell
2022
Q2
$545K Sell
2022
Q1
$2.17M Sell
2021
Q4
$2.23M Buy
2021
Q3
$1.56M Buy
2021
Q2
$875K Buy
2021
Q1
$555K Sell
2020
Q4
$500K Sell
2020
Q3
$533K Buy
2020
Q2
$455K Buy
2020
Q1
$178K Sell
2019
Q4
$244K Buy