Ulland Investment Advisors’s Callon Petroleum Company CPE Stock Holding History

Ulland Investment Advisors’s Portfolio CPE Stock Details CPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-98	Closed	-$4K	–	246
2024 Q1	$4K	Hold	98	–	–	﹤0.01%	205
2023 Q4	$3K	Hold	98	–	–	﹤0.01%	183
2023 Q3	$4K	Hold	98	–	–	﹤0.01%	192
2023 Q2	$3K	Hold	98	–	–	﹤0.01%	196
2023 Q1	$3K	Hold	98	–	–	﹤0.01%	186
2022 Q4	$4K	Hold	98	–	–	﹤0.01%	189
2022 Q3	$3K	Hold	98	–	–	﹤0.01%	198
2022 Q2	$4K	Hold	98	–	–	﹤0.01%	222
2022 Q1	$6K	Hold	98	–	–	﹤0.01%	226
2021 Q4	$5K	Buy	+98	New	+$5.24K	﹤0.01%	191

Other funds holding CPE

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

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

Ulland Investment Advisors's CPE Position: Q2 2024 in Review

Ulland Investment Advisors sold out of Callon Petroleum Company (CPE) in Q2 2024, closing a stake of 98 shares — an estimated $4K sold.

Ulland Investment Advisors first reported a position in CPE in Q4 2021 and held it in 10 quarters. The position peaked at $6K in Q1 2022. 2 funds tracked by Wall St. Rank hold CPE as of Q2 2024.

Ulland Investment Advisors reported no remaining Callon Petroleum Company position as of Q2 2024 after selling out during the quarter.
Ulland Investment Advisors sold 98 Callon Petroleum Company shares in Q2 2024, an estimated $4K.
Ulland Investment Advisors first reported a position in Callon Petroleum Company in Q4 2021 and held it in 10 quarters.
Ulland Investment Advisors's Callon Petroleum Company position peaked at $6K in Q1 2022.
2 funds tracked by Wall St. Rank held Callon Petroleum Company as of Q2 2024.

Based on Ulland Investment Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.