AA Financial Advisors’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
3,013
+166
| +6% | +$53.6K | 0.21% | 73 |
|
|
2025
Q1 | $574K | Sell |
2,847
-260
| -8% | -$52.4K | 0.14% | 93 |
|
|
2024
Q4 | $695K | Hold |
3,107
| – | – | 0.19% | 81 |
|
|
2024
Q3 | $808K | Buy |
3,107
+582
| +23% | +$151K | 0.23% | 75 |
|
|
2024
Q2 | $506K | Sell |
2,525
-340
| -12% | -$68.1K | 0.18% | 98 |
|
|
2024
Q1 | $530K | Buy |
+2,865
| New | +$530K | 0.21% | 91 |
|