SWA
CLR

SFMG Wealth Advisors’s CONTINENTAL RESOURCES INC. CLR Stock Holding History

SFMG Wealth Advisors’s Portfolio CLR Stock Details CLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,291
Closed -$228K – 282
2022
Q3 		$228K Sell
3,291
-10
-0.3% -$675 0.03% 203
2022
Q2 		$216K Buy
3,301
+8
+0.2% +$507 0.03% 221
2022
Q1 		$202K Buy
+3,293
New +$183K 0.02% 274
2018
Q4 		– Sell
-4,004
Closed -$200K – 152
2018
Q3 		$200K Hold
4,004
– – 0.03% 136
2018
Q2 		$259K Hold
4,004
– – 0.04% 115
2018
Q1 		$236K Hold
4,004
– – 0.04% 124
2017
Q4 		$212K Buy
+4,004
New +$176K 0.04% 130
2017
Q1 		– Sell
-4,004
Closed -$206K – 124
2016
Q4 		$206K Hold
4,004
– – 0.04% 110
2016
Q3 		$208K Buy
+4,004
New +$186K 0.05% 108
2015
Q2 		– Sell
-12,012
Closed -$525K – 178
2015
Q1 		$525K Buy
+12,012
New +$511K 0.04% 101
2014
Q4 		– Sell
-4,004
Closed -$266K – 134
2014
Q3 		$266K Hold
4,004
– – 0.08% 63
2014
Q2 		$316K Hold
4,004
– – 0.11% 58
2014
Q1 		$249K Hold
4,004
– – 0.08% 63
2013
Q4 		$225K Buy
4,004
+4
+0.1% +$224 0.08% 66
2013
Q3 		$215K Buy
+4,000
New +$192K 0.09% 60

Other funds holding CLR

MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SFMG Wealth Advisors's CLR Position: Q4 2022 in Review

SFMG Wealth Advisors sold out of CONTINENTAL RESOURCES INC. (CLR) in Q4 2022, closing a stake of 3,291 shares — an estimated $228K sold.

SFMG Wealth Advisors first reported a position in CLR in Q3 2013 and held it in 15 quarters. The position peaked at $525K in Q1 2015. 4 funds tracked by Wall St. Rank hold CLR as of Q4 2022.

  • SFMG Wealth Advisors reported no remaining CONTINENTAL RESOURCES INC. position as of Q4 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 3,291 CONTINENTAL RESOURCES INC. shares in Q4 2022, an estimated $228K.
  • SFMG Wealth Advisors first reported a position in CONTINENTAL RESOURCES INC. in Q3 2013 and held it in 15 quarters.
  • SFMG Wealth Advisors's CONTINENTAL RESOURCES INC. position peaked at $525K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held CONTINENTAL RESOURCES INC. as of Q4 2022.

Based on SFMG Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.