Wealth Enhancement Advisory Services’s Civitas Resources CIVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$996K Sell
33,519
-21,660
-39% -$644K ﹤0.01% 1746
2025
Q1
$1.93M Sell
55,179
-978
-2% -$34.1K ﹤0.01% 1258
2024
Q4
$2.58M Sell
56,157
-1,663
-3% -$76.3K ﹤0.01% 1051
2024
Q3
$2.93M Buy
57,820
+433
+0.8% +$21.9K 0.01% 911
2024
Q2
$3.96M Buy
57,387
+227
+0.4% +$15.7K 0.01% 754
2024
Q1
$4.34M Sell
57,160
-25,483
-31% -$1.93M 0.01% 703
2023
Q4
$5.65M Buy
82,643
+1,361
+2% +$93.1K 0.02% 582
2023
Q3
$6.57M Buy
+81,282
New +$6.57M 0.02% 507