Perigon Wealth Management’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
Q3
$451K Buy
2025
Q2
$263K Buy
2025
Q1
$266K Sell
2024
Q4
$283K Buy
2024
Q3
$209K Buy
2024
Q2
$229K Buy
2024
Q1
$231K Buy
2023
Q4
Sell
2023
Q3
$314K Buy
2023
Q2
$269K Sell
2023
Q1
$335K Buy
2022
Q4
$283K Buy
2015
Q4
Sell
2015
Q3
$704K Sell
2015
Q2
$2.34M Hold
2015
Q1
$2.19M Sell
2014
Q4
$2.58M Sell
2014
Q3
$4.27M Hold
2014
Q2
$4.46M Buy