United Capital Financial Advisors’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
12,500
-1,282
| -9% | -$32.5K | ﹤0.01% | 895 |
|
|
2025
Q1 | $398K | Buy |
13,782
+2,062
| +18% | +$59.6K | ﹤0.01% | 804 |
|
|
2024
Q4 | $299K | Buy |
11,720
+1,242
| +12% | +$31.7K | ﹤0.01% | 873 |
|
|
2024
Q3 | $251K | Sell |
10,478
-2,984
| -22% | -$71.5K | ﹤0.01% | 935 |
|
|
2024
Q2 | $359K | Sell |
13,462
-1,897
| -12% | -$50.6K | ﹤0.01% | 786 |
|
|
2024
Q1 | $428K | Sell |
15,359
-1,578
| -9% | -$44K | ﹤0.01% | 770 |
|
|
2023
Q4 | $432K | Buy |
+16,937
| New | +$432K | ﹤0.01% | 758 |
|
|
2023
Q2 | – | Sell |
-9,195
| Closed | -$226K | – | 909 |
|
|
2023
Q1 | $226K | Sell |
9,195
-24,379
| -73% | -$598K | ﹤0.01% | 894 |
|
|
2022
Q4 | $825K | Sell |
33,574
-5,130
| -13% | -$126K | ﹤0.01% | 659 |
|
|
2022
Q3 | $1.01M | Buy |
38,704
+2,372
| +7% | +$62K | 0.01% | 608 |
|
|
2022
Q2 | $937K | Buy |
36,332
+150
| +0.4% | +$3.87K | 0.01% | 643 |
|
|
2022
Q1 | $976K | Sell |
36,182
-21,676
| -37% | -$585K | ﹤0.01% | 667 |
|
|
2021
Q4 | $1.1M | Buy |
+57,858
| New | +$1.1M | 0.01% | 655 |
|
|
2019
Q3 | – | Sell |
-127,061
| Closed | -$2.92M | – | 1336 |
|
|
2019
Q2 | $2.92M | Sell |
127,061
-112,941
| -47% | -$2.59M | 0.02% | 519 |
|
|
2019
Q1 | $6.26M | Buy |
+240,002
| New | +$6.26M | 0.04% | 366 |
|
|
2014
Q2 | – | Sell |
-111,564
| Closed | -$3.78M | – | 817 |
|
|
2014
Q1 | $3.78M | Buy |
111,564
+11,204
| +11% | +$380K | 0.08% | 248 |
|
|
2013
Q4 | $3.89M | Buy |
100,360
+20,370
| +25% | +$790K | 0.13% | 165 |
|
|
2013
Q3 | $2.99M | Buy |
+79,990
| New | +$2.99M | 0.1% | 204 |
|