Redwood Wealth Management Group’s Civitas Resources CIVI Stock Holding History

Redwood Wealth Management Group’s Portfolio CIVI Stock Details CIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,686	Closed	-$371K	–	173
2025 Q4	$371K	Buy	13,686 +1,069	+8%	+$30.9K	0.16%	116
2025 Q3	$410K	Buy	12,617 +2,483	+25%	+$79.5K	0.17%	112
2025 Q2	$279K	Buy	10,134 +811	+9%	+$23.5K	0.13%	144
2025 Q1	$325K	Buy	9,323 +727	+8%	+$32.2K	0.17%	117
2024 Q4	$394K	Buy	+8,596	New	+$428K	0.19%	110
2024 Q3	–	Sell	-2,375	Closed	-$164K	–	333
2024 Q2	$164K	Buy	+2,375	New	+$172K	0.12%	133

Other funds holding CIVI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Redwood Wealth Management Group's CIVI Position: Q1 2026 in Review

Redwood Wealth Management Group sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 13,686 shares — an estimated $371K sold.

Redwood Wealth Management Group first reported a position in CIVI in Q2 2024 and held it in 6 quarters. The position peaked at $410K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Redwood Wealth Management Group reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 13,686 Civitas Resources shares in Q1 2026, an estimated $371K.
Redwood Wealth Management Group first reported a position in Civitas Resources in Q2 2024 and held it in 6 quarters.
Redwood Wealth Management Group's Civitas Resources position peaked at $410K in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.