Alpha Family Trust’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 | $647K | Buy |
2,005
+575
| +40% | +$186K | 0.32% | 56 |
|
2025
Q1 | $288K | Hold |
1,430
| – | – | 0.17% | 124 |
|
2024
Q4 | $320K | Hold |
1,430
| – | – | 0.18% | 96 |
|
2024
Q3 | $372K | Hold |
1,430
| – | – | 0.21% | 86 |
|
2024
Q2 | $286K | Hold |
1,430
| – | – | 0.17% | 107 |
|
2024
Q1 | $264K | Buy |
+1,430
| New | +$264K | 0.16% | 120 |
|