Affinity Investment Advisors’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$896K Sell
2025
Q2
$901K Sell
2025
Q1
$571K Sell
2024
Q4
$719K Sell
2024
Q3
$1.09M Sell
2024
Q2
$947K Sell
2024
Q1
$963K Sell
2023
Q4
$620K Sell
2023
Q3
$642K Sell
2023
Q2
$572K Sell
2023
Q1
$502K Sell
2022
Q4
$846K Hold
2022
Q3
$816K Sell
2022
Q2
$790K Sell
2022
Q1
$949K Buy