SWA
SFMG Wealth Advisors’s Coterra Energy CTRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
9,474
| – | – | 0.02% | 237 |
|
|
2025
Q1 | $274K | Hold |
9,474
| – | – | 0.02% | 213 |
|
|
2024
Q4 | $242K | Hold |
9,474
| – | – | 0.02% | 230 |
|
|
2024
Q3 | $227K | Sell |
9,474
-40
| -0.4% | -$958 | 0.02% | 231 |
|
|
2024
Q2 | $254K | Hold |
9,514
| – | – | 0.02% | 214 |
|
|
2024
Q1 | $265K | Buy |
9,514
+18
| +0.2% | +$502 | 0.02% | 213 |
|
|
2023
Q4 | $242K | Buy |
9,496
+13
| +0.1% | +$332 | 0.02% | 217 |
|
|
2023
Q3 | $257K | Buy |
9,483
+9
| +0.1% | +$243 | 0.03% | 194 |
|
|
2023
Q2 | $240K | Sell |
9,474
-1,021
| -10% | -$25.8K | 0.02% | 205 |
|
|
2023
Q1 | $258K | Buy |
10,495
+1,021
| +11% | +$25.1K | 0.03% | 201 |
|
|
2022
Q4 | $233K | Buy |
9,474
+1,845
| +24% | +$45.3K | 0.03% | 205 |
|
|
2022
Q3 | $227K | Buy |
+7,629
| New | +$227K | 0.03% | 203 |
|
|
2022
Q2 | – | Sell |
-7,629
| Closed | -$206K | – | 285 |
|
|
2022
Q1 | $206K | Buy |
+7,629
| New | +$206K | 0.02% | 272 |
|