Steward Partners Investment Advisory’s Crescent Energy CRGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-540
| Closed | -$6.07K | – | 4148 |
|
|
2025
Q1 | $6.07K | Hold |
540
| – | – | ﹤0.01% | 3310 |
|
|
2024
Q4 | $7.89K | Sell |
540
-100
| -16% | -$1.46K | ﹤0.01% | 3195 |
|
|
2024
Q3 | $7.01K | Buy |
640
+100
| +19% | +$1.1K | ﹤0.01% | 3083 |
|
|
2024
Q2 | $6.4K | Hold |
540
| – | – | ﹤0.01% | 2969 |
|
|
2024
Q1 | $6.43K | Hold |
540
| – | – | ﹤0.01% | 2967 |
|
|
2023
Q4 | $7.13K | Hold |
540
| – | – | ﹤0.01% | 2831 |
|
|
2023
Q3 | $6.83K | Hold |
540
| – | – | ﹤0.01% | 2717 |
|
|
2023
Q2 | $5.63K | Hold |
540
| – | – | ﹤0.01% | 2760 |
|
|
2023
Q1 | $6.11K | Sell |
540
-1,250
| -70% | -$14.1K | ﹤0.01% | 2718 |
|
|
2022
Q4 | $21.5K | Sell |
1,790
-925
| -34% | -$11.1K | ﹤0.01% | 2210 |
|
|
2022
Q3 | $37K | Buy |
2,715
+825
| +44% | +$11.2K | ﹤0.01% | 1926 |
|
|
2022
Q2 | $24K | Buy |
1,890
+1,350
| +250% | +$17.1K | ﹤0.01% | 2139 |
|
|
2022
Q1 | $9K | Hold |
540
| – | – | ﹤0.01% | 2696 |
|
|
2021
Q4 | $7K | Buy |
+540
| New | +$7K | ﹤0.01% | 2715 |
|