TFA
CTRA

Toth Financial Advisory’s Coterra Energy CTRA Stock Holding History

Toth Financial Advisory’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-50
Closed -$1.76K – 899
2026
Q1 		$1.76K Buy
+50
New +$1.5K ﹤0.01% 733
2025
Q4 		– Sell
-100
Closed -$2.37K – 941
2025
Q3 		$2.37K Hold
100
– – ﹤0.01% 678
2025
Q2 		$2.54K Sell
100
-30,350
-100% -$770K ﹤0.01% 615
2025
Q1 		$880K Buy
30,450
+30,350
+30,350% +$846K 0.11% 130
2024
Q4 		$2.55K Hold
100
– – ﹤0.01% 559
2024
Q3 		$2.4K Hold
100
– – ﹤0.01% 582
2024
Q2 		$2.67K Hold
100
– – ﹤0.01% 582
2024
Q1 		$2.79K Hold
100
– – ﹤0.01% 575
2023
Q4 		$2.55K Hold
100
– – ﹤0.01% 597
2023
Q3 		$2.71K Sell
100
-50
-33% -$1.36K ﹤0.01% 604
2023
Q2 		$3.79K Hold
150
– – ﹤0.01% 577
2023
Q1 		$3.68K Sell
150
-1,250
-89% -$30.7K ﹤0.01% 579
2022
Q4 		$34.4K Sell
1,400
-255
-15% -$7.03K 0.01% 320
2022
Q3 		$43K Buy
1,655
+305
+23% +$8.73K 0.01% 282
2022
Q2 		$35K Buy
1,350
+100
+8% +$3.03K 0.01% 307
2022
Q1 		$34K Buy
+1,250
New +$29.2K 0.01% 325

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Toth Financial Advisory's CTRA Position: Q2 2026 in Review

Toth Financial Advisory sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 50 shares — an estimated $1.76K sold.

Toth Financial Advisory first reported a position in CTRA in Q1 2022 and held it in 16 quarters. The position peaked at $880K in Q1 2025. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Toth Financial Advisory reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 50 Coterra Energy shares in Q2 2026, an estimated $1.76K.
  • Toth Financial Advisory first reported a position in Coterra Energy in Q1 2022 and held it in 16 quarters.
  • Toth Financial Advisory's Coterra Energy position peaked at $880K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.