Heritage Wealth Management, Inc. Crescent Energy CO Transaction History

Heritage Wealth Management, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$7.29 - $11.18 $698,564 - $1.07 Million	-95,825 Reduced 90.04%	10,600 $91.2 Million
Q1 2025 Apr 29, 2025	SELL	$10.3 - $16.74 $52,015 - $84,536	-5,050 Reduced 4.53%	106,425 $1.2 Billion
Q4 2024 Feb 05, 2025	BUY	$11.17 - $15.28 $30,996 - $42,402	2,775 Added 2.55%	111,475 $1.63 Billion
Q3 2024 Oct 31, 2024	SELL	$10.19 - $12.5 $154,378 - $189,375	-15,150 Reduced 12.23%	108,700 $1.19 Billion
Q2 2024 Sep 09, 2024	BUY	$10.24 - $12.62 $1.27 Million - $1.56 Million	123,850 New	123,850 $1.51 Billion

331

182M

534K

372K

Ticker CRGY
Exchange NYSE
Sector Energy
Industry Oil & Gas E&P
Shares Outstandng 48,282,200
Market Cap $450M
Description
Crescent Energy Company, an energy company, explores for, develops, and produces crude oil, natural gas, and natural gas liquids (NGLs) reserves. The company holds a portfolio of oil and natural gas assets in key proven basins, including the Eagle Ford, Rockies, Barnett, Permian, Mid-Con, and other basins in the United States. As of December 31,...

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