Advocate Group’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	$252K	Buy	+782	New	+$252K	0.05%	110
2024 Q4	–	Sell	-869	Closed	-$226K	–	116
2024 Q3	$226K	Buy	+869	New	+$226K	0.04%	109