TriaGen Wealth Management’s CONTINENTAL RESOURCES INC. CLR Stock Holding History

TriaGen Wealth Management’s Portfolio CLR Stock Details CLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-7,663	Closed	-$512K	–	188
2022 Q3	$512K	Hold	7,663	–	–	0.28%	89
2022 Q2	$501K	Sell	7,663 -2,904	-27%	-$184K	0.36%	75
2022 Q1	$648K	Sell	10,567 -570	-5%	-$31.6K	0.34%	87
2021 Q4	$498K	Sell	11,137 -69	-0.6%	-$3.28K	0.25%	102
2021 Q3	$517K	Hold	11,206	–	–	0.28%	97
2021 Q2	$383K	Sell	11,206 -14	-0.1%	-$435	0.2%	122
2021 Q1	$290K	Buy	+11,220	New	+$263K	0.17%	136

Other funds holding CLR

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

JCP

Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

TriaGen Wealth Management's CLR Position: Q4 2022 in Review

TriaGen Wealth Management sold out of CONTINENTAL RESOURCES INC. (CLR) in Q4 2022, closing a stake of 7,663 shares — an estimated $512K sold.

TriaGen Wealth Management first reported a position in CLR in Q1 2021 and held it in 7 quarters. The position peaked at $648K in Q1 2022. 4 funds tracked by Wall St. Rank hold CLR as of Q4 2022.

TriaGen Wealth Management reported no remaining CONTINENTAL RESOURCES INC. position as of Q4 2022 after selling out during the quarter.
TriaGen Wealth Management sold 7,663 CONTINENTAL RESOURCES INC. shares in Q4 2022, an estimated $512K.
TriaGen Wealth Management first reported a position in CONTINENTAL RESOURCES INC. in Q1 2021 and held it in 7 quarters.
TriaGen Wealth Management's CONTINENTAL RESOURCES INC. position peaked at $648K in Q1 2022.
4 funds tracked by Wall St. Rank held CONTINENTAL RESOURCES INC. as of Q4 2022.

Based on TriaGen Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.