AllSquare Wealth Management’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 | $138K | Hold |
428
| – | – | 0.08% | 130 |
|
|
2025
Q1 | $86.3K | Buy |
428
+20
| +5% | +$4.03K | 0.05% | 159 |
|
|
2024
Q4 | $91.3K | Hold |
408
| – | – | 0.05% | 161 |
|
|
2024
Q3 | $106K | Hold |
408
| – | – | 0.06% | 146 |
|
|
2024
Q2 | $81.7K | Hold |
408
| – | – | 0.05% | 165 |
|
|
2024
Q1 | $75.4K | Hold |
408
| – | – | 0.04% | 178 |
|
|
2023
Q4 | $47.7K | Hold |
408
| – | – | 0.03% | 218 |
|
|
2023
Q3 | $44.5K | Hold |
408
| – | – | 0.03% | 209 |
|
|
2023
Q2 | $34.2K | Hold |
408
| – | – | 0.02% | 251 |
|
|
2023
Q1 | $32K | Buy |
+408
| New | +$32K | 0.02% | 261 |
|
|
2022
Q3 | – | Sell |
-33
| Closed | -$2K | – | 502 |
|
|
2022
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 463 |
|