Sunbelt Securities’s Civitas Resources CIVI Stock Holding History

Sunbelt Securities’s Portfolio CIVI Stock Details CIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-45	Closed	-$1.22K	–	2975
2025 Q4	$1.22K	Hold	45	–	–	﹤0.01%	2003
2025 Q3	$1.46K	Buy	45 +41	+1,025%	+$1.31K	﹤0.01%	1958
2025 Q2	$183	Hold	4	–	–	﹤0.01%	1748
2025 Q1	$140	Hold	4	–	–	﹤0.01%	1752
2024 Q4	$178	Hold	4	–	–	﹤0.01%	1753
2024 Q3	$203	Hold	4	–	–	﹤0.01%	1784
2024 Q2	$276	Hold	4	–	–	﹤0.01%	1689
2024 Q1	$304	Hold	4	–	–	﹤0.01%	1649
2023 Q4	$274	Hold	4	–	–	﹤0.01%	1620
2023 Q3	$323	Buy	+4	New	+$309	﹤0.01%	1674

Other funds holding CIVI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sunbelt Securities's CIVI Position: Q1 2026 in Review

Sunbelt Securities sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 45 shares — an estimated $1.22K sold.

Sunbelt Securities first reported a position in CIVI in Q3 2023 and held it in 10 quarters. The position peaked at $1.46K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Sunbelt Securities reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Sunbelt Securities sold 45 Civitas Resources shares in Q1 2026, an estimated $1.22K.
Sunbelt Securities first reported a position in Civitas Resources in Q3 2023 and held it in 10 quarters.
Sunbelt Securities's Civitas Resources position peaked at $1.46K in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.