Advisory Research’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.46M | Sell |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.39M | Hold |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $693K | Sell |
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|
2023
Q1 | $977K | Sell |
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|
2022
Q4 | $904K | Buy |
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|
2022
Q3 | $731K | Sell |
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|
2022
Q2 | $829K | Sell |
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|
2022
Q1 | $884K | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $893K | Sell |
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|
2021
Q2 | $1.11M | Hold |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $6.9M | Buy |
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|
2020
Q2 | $6.25M | Buy |
|