Alliance Wealth Advisors (Pennsylvania)’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 | $468K | Hold |
1,450
| – | – | 0.24% | 72 |
|
2025
Q1 | $292K | Sell |
1,450
-50
| -3% | -$10.1K | 0.17% | 108 |
|
2024
Q4 | $336K | Hold |
1,500
| – | – | 0.19% | 94 |
|
2024
Q3 | $390K | Sell |
1,500
-50
| -3% | -$13K | 0.22% | 84 |
|
2024
Q2 | $310K | Hold |
1,550
| – | – | 0.2% | 97 |
|
2024
Q1 | $287K | Buy |
+1,550
| New | +$287K | 0.18% | 111 |
|