RDFA
CTRA

Ritter Daniher Financial Advisory’s Coterra Energy CTRA Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-403
Closed -$14.2K – 611
2026
Q1 		$14.2K Hold
403
– – ﹤0.01% 397
2025
Q4 		$10.6K Hold
403
– – ﹤0.01% 419
2025
Q3 		$9.53K Buy
+403
New +$9.72K ﹤0.01% 328

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Ritter Daniher Financial Advisory's CTRA Position: Q2 2026 in Review

Ritter Daniher Financial Advisory sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 403 shares — an estimated $14.2K sold.

Ritter Daniher Financial Advisory first reported a position in CTRA in Q3 2025 and held it in 3 quarters. The position peaked at $14.2K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Ritter Daniher Financial Advisory reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 403 Coterra Energy shares in Q2 2026, an estimated $14.2K.
  • Ritter Daniher Financial Advisory first reported a position in Coterra Energy in Q3 2025 and held it in 3 quarters.
  • Ritter Daniher Financial Advisory's Coterra Energy position peaked at $14.2K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.