Sowell Financial Services’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-27,021
| Closed | -$684K | – | 518 |
|
2023
Q2 | $684K | Buy |
+27,021
| New | +$684K | 0.04% | 414 |
|
2023
Q1 | – | Sell |
-38,324
| Closed | -$942K | – | 768 |
|
2022
Q4 | $942K | Buy |
38,324
+27,040
| +240% | +$665K | 0.06% | 325 |
|
2022
Q3 | $295K | Buy |
+11,284
| New | +$295K | 0.03% | 373 |
|
2021
Q2 | – | Sell |
-77
| Closed | -$1K | – | 989 |
|
2021
Q1 | $1K | Sell |
77
-634
| -89% | -$8.23K | ﹤0.01% | 2917 |
|
2020
Q4 | $12K | Buy |
711
+48
| +7% | +$810 | ﹤0.01% | 1937 |
|
2020
Q3 | $12K | Hold |
663
| – | – | ﹤0.01% | 1743 |
|
2020
Q2 | $11K | Buy |
663
+660
| +22,000% | +$11K | ﹤0.01% | 1651 |
|
2020
Q1 | $0 | Sell |
3
-95
| -97% | – | ﹤0.01% | 2462 |
|
2019
Q4 | $2K | Hold |
98
| – | – | ﹤0.01% | 2170 |
|
2019
Q3 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 2050 |
|