Sequoia 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 | $696K | Buy |
+7,185
| New | +$696K | ﹤0.01% | 842 |
|
|
2025
Q1 | – | Sell |
-1,718
| Closed | -$201K | – | 1370 |
|
|
2024
Q4 | $201K | Buy |
+1,718
| New | +$201K | ﹤0.01% | 1221 |
|
|
2023
Q4 | – | Sell |
-3,732
| Closed | -$605K | – | 1200 |
|
|
2023
Q3 | $605K | Sell |
3,732
-15,010
| -80% | -$2.43M | 0.01% | 456 |
|
|
2023
Q2 | $2.88M | Buy |
18,742
+2
| +0% | +$308 | 0.05% | 199 |
|
|
2023
Q1 | $2.52M | Buy |
18,740
+7
| +0% | +$942 | 0.06% | 186 |
|
|
2022
Q4 | $2.56M | Sell |
18,733
-1,497
| -7% | -$205K | 0.06% | 178 |
|
|
2022
Q3 | $2.77M | Buy |
+20,230
| New | +$2.77M | 0.09% | 144 |
|