Steward Partners Investment Advisory’s Civitas Resources CIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59K | Sell |
94
-9
| -9% | -$248 | ﹤0.01% | 3677 |
|
|
2025
Q1 | $3.59K | Hold |
103
| – | – | ﹤0.01% | 3480 |
|
|
2024
Q4 | $4.73K | Sell |
103
-2,461
| -96% | -$113K | ﹤0.01% | 3381 |
|
|
2024
Q3 | $130K | Buy |
2,564
+1,345
| +110% | +$68.2K | ﹤0.01% | 1746 |
|
|
2024
Q2 | $84.1K | Buy |
1,219
+140
| +13% | +$9.66K | ﹤0.01% | 1866 |
|
|
2024
Q1 | $81.9K | Buy |
1,079
+79
| +8% | +$6K | ﹤0.01% | 1863 |
|
|
2023
Q4 | $68.4K | Hold |
1,000
| – | – | ﹤0.01% | 1840 |
|
|
2023
Q3 | $80.9K | Buy |
+1,000
| New | +$80.9K | ﹤0.01% | 1678 |
|