Plante Moran Financial Advisors’s Chord Energy CHRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-201
| Closed | -$22.6K | – | 792 |
|
|
2025
Q1 | $22.6K | Buy |
201
+51
| +34% | +$5.74K | ﹤0.01% | 469 |
|
|
2024
Q4 | $17.5K | Hold |
150
| – | – | ﹤0.01% | 511 |
|
|
2024
Q3 | $19.5K | Hold |
150
| – | – | ﹤0.01% | 530 |
|
|
2024
Q2 | $25.2K | Hold |
150
| – | – | ﹤0.01% | 441 |
|
|
2024
Q1 | $26.7K | Hold |
150
| – | – | ﹤0.01% | 456 |
|
|
2023
Q4 | $24.9K | Hold |
150
| – | – | ﹤0.01% | 422 |
|
|
2023
Q3 | $24.3K | Hold |
150
| – | – | ﹤0.01% | 394 |
|
|
2023
Q2 | $23.1K | Hold |
150
| – | – | ﹤0.01% | 417 |
|
|
2023
Q1 | $20.2K | Hold |
150
| – | – | ﹤0.01% | 442 |
|
|
2022
Q4 | $20.5K | Hold |
150
| – | – | ﹤0.01% | 453 |
|
|
2022
Q3 | $21K | Buy |
+150
| New | +$21K | ﹤0.01% | 449 |
|
|
2017
Q2 | – | Sell |
-145
| Closed | -$2K | – | 844 |
|
|
2017
Q1 | $2K | Sell |
145
-148
| -51% | -$2.04K | ﹤0.01% | 786 |
|
|
2016
Q4 | $4K | Hold |
293
| – | – | ﹤0.01% | 742 |
|
|
2016
Q3 | $3K | Hold |
293
| – | – | ﹤0.01% | 771 |
|
|
2016
Q2 | $3K | Hold |
293
| – | – | ﹤0.01% | 707 |
|
|
2016
Q1 | $2K | Buy |
+293
| New | +$2K | ﹤0.01% | 711 |
|