U.S. Capital Wealth Advisors’s Crescent Energy CRGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,015
| Closed | -$278K | – | 840 |
|
|
2024
Q4 | $278K | Buy |
19,015
+15
| +0.1% | +$219 | 0.01% | 704 |
|
|
2024
Q3 | $208K | Hold |
19,000
| – | – | 0.01% | 664 |
|
|
2024
Q2 | $225K | Hold |
19,000
| – | – | 0.01% | 626 |
|
|
2024
Q1 | $226K | Hold |
19,000
| – | – | 0.01% | 622 |
|
|
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% | -$198K | 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% | 433 |
|
|
2022
Q2 | $474K | Hold |
38,000
| – | – | 0.02% | 470 |
|
|
2022
Q1 | $659K | Hold |
38,000
| – | – | 0.02% | 458 |
|
|
2021
Q4 | $482K | Buy |
+38,000
| New | +$482K | 0.02% | 520 |
|