Wealthspire Advisors (New York)’s Diamondback Energy FANG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
1,853
+246
| +15% | +$33.8K | ﹤0.01% | 712 |
|
|
2025
Q1 | $257K | Sell |
1,607
-42
| -3% | -$6.72K | ﹤0.01% | 680 |
|
|
2024
Q4 | $270K | Buy |
1,649
+364
| +28% | +$59.6K | ﹤0.01% | 667 |
|
|
2024
Q3 | $222K | Buy |
1,285
+74
| +6% | +$12.8K | ﹤0.01% | 687 |
|
|
2024
Q2 | $242K | Sell |
1,211
-169
| -12% | -$33.8K | ﹤0.01% | 580 |
|
|
2024
Q1 | $273K | Sell |
1,380
-332
| -19% | -$65.8K | ﹤0.01% | 535 |
|
|
2023
Q4 | $265K | Sell |
1,712
-1,049
| -38% | -$163K | ﹤0.01% | 552 |
|
|
2023
Q3 | $428K | Buy |
2,761
+137
| +5% | +$21.2K | 0.01% | 419 |
|
|
2023
Q2 | $345K | Buy |
+2,624
| New | +$345K | 0.01% | 442 |
|
|
2021
Q2 | – | Sell |
-3,880
| Closed | -$285K | – | 478 |
|
|
2021
Q1 | $285K | Buy |
+3,880
| New | +$285K | 0.01% | 567 |
|