Rothschild Investment LLC’s Crescent Energy CRGY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.35K Buy
390
+99
+34% +$851 ﹤0.01% 1713
2025
Q1
$3.27K Buy
291
+11
+4% +$124 ﹤0.01% 1638
2024
Q4
$4.09K Buy
280
+85
+44% +$1.24K ﹤0.01% 1425
2024
Q3
$2.14K Buy
195
+115
+144% +$1.26K ﹤0.01% 1685
2024
Q2
$948 Buy
80
+70
+700% +$830 ﹤0.01% 1688
2024
Q1
$119 Buy
+10
New +$119 ﹤0.01% 2108