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Kestra Advisory Services, LLC → CRGY

Kestra Advisory Services, LLC CRGY Position History

Crescent Energy Company • Energy

Quarters held
4
Latest value
$408K
Q3 2026
Peak value
$425K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$263K
Q1 2026$425K
Q2 2026$310K
Q3 2026$408K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$408K31.6K——
Q2 2026$310K31.6K——
Q1 2026$425K31.5K——
Q4 2025$263K31.4K——

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