Allworth Financial’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 | $50.6K | Buy |
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|
2025
Q2 | $40.3K | Buy |
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|
2025
Q1 | $42.3K | Buy |
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|
2024
Q4 | $37.8K | Sell |
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|
2024
Q3 | $40.5K | Hold |
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|
2024
Q2 | $38.1K | Hold |
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|
2024
Q1 | $35K | Hold |
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|
2023
Q4 | $34.4K | Buy |
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|
2023
Q3 | $30.9K | Buy |
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|
2023
Q2 | $37.2K | Hold |
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|
2023
Q1 | $40.1K | Hold |
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|
2022
Q4 | $37K | Hold |
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|
2022
Q3 | $36K | Buy |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $44K | Hold |
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|
2021
Q3 | $36K | Buy |
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