U.S. Capital Wealth Advisors’s Crescent Energy CRGY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-19,015	Closed	-$278K	–	846
2024 Q4	$278K	Buy	19,015 +15	+0.1%	+$203	0.01%	705
2024 Q3	$208K	Hold	19,000	–	–	0.01%	665
2024 Q2	$225K	Hold	19,000	–	–	0.01%	626
2024 Q1	$226K	Hold	19,000	–	–	0.01%	623
2023 Q4	$251K	Hold	19,000	–	–	0.01%	589
2023 Q3	$240K	Hold	19,000	–	–	0.01%	559
2023 Q2	$198K	Sell	19,000 -19,000	-50%	-$203K	0.01%	627
2023 Q1	$430K	Hold	38,000	–	–	0.02%	461
2022 Q4	$456K	Hold	38,000	–	–	0.02%	472
2022 Q3	$512K	Hold	38,000	–	–	0.03%	434
2022 Q2	$474K	Hold	38,000	–	–	0.02%	472
2022 Q1	$659K	Hold	38,000	–	–	0.02%	459
2021 Q4	$482K	Buy	+38,000	New	+$525K	0.02%	522