SIA
Schechter Investment Advisors’s Diamondback Energy FANG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $347K | Sell |
2,172
-2,197
| -50% | -$351K | 0.03% | 445 |
|
|
2024
Q4 | $716K | Sell |
4,369
-1,018
| -19% | -$167K | 0.05% | 306 |
|
|
2024
Q3 | $929K | Buy |
5,387
+806
| +18% | +$139K | 0.07% | 266 |
|
|
2024
Q2 | $917K | Buy |
4,581
+752
| +20% | +$151K | 0.07% | 256 |
|
|
2024
Q1 | $759K | Buy |
3,829
+2,410
| +170% | +$478K | 0.06% | 296 |
|
|
2023
Q4 | $220K | Buy |
1,419
+94
| +7% | +$14.6K | 0.02% | 539 |
|
|
2023
Q3 | $205K | Buy |
+1,325
| New | +$205K | 0.02% | 544 |
|
|
2023
Q2 | – | Sell |
-1,568
| Closed | -$212K | – | 683 |
|
|
2023
Q1 | $212K | Sell |
1,568
-438
| -22% | -$59.2K | 0.02% | 604 |
|
|
2022
Q4 | $274K | Buy |
+2,006
| New | +$274K | 0.03% | 648 |
|
|
2022
Q2 | – | Sell |
-1,580
| Closed | -$217K | – | 967 |
|
|
2022
Q1 | $217K | Buy |
+1,580
| New | +$217K | 0.02% | 811 |
|