Arax Advisory Partners’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.9K | Buy |
615
+343
| +126% | +$41.2K | ﹤0.01% | 1071 |
|
|
2025
Q1 | $34.9K | Sell |
272
-234
| -46% | -$30K | ﹤0.01% | 1087 |
|
|
2024
Q4 | $61.4K | Buy |
506
+8
| +2% | +$970 | ﹤0.01% | 837 |
|
|
2024
Q3 | $61.8K | Hold |
498
| – | – | 0.01% | 636 |
|
|
2024
Q2 | $52.9K | Buy |
498
+214
| +75% | +$22.7K | 0.01% | 634 |
|
|
2024
Q1 | $30.5K | Sell |
284
-2
| -0.7% | -$215 | ﹤0.01% | 588 |
|
|
2023
Q4 | $30.2K | Buy |
286
+216
| +309% | +$22.8K | ﹤0.01% | 578 |
|
|
2023
Q3 | $6.85K | Hold |
70
| – | – | ﹤0.01% | 810 |
|
|
2023
Q2 | $8.32K | Buy |
70
+14
| +25% | +$1.66K | ﹤0.01% | 750 |
|
|
2023
Q1 | $7.14K | Buy |
56
+6
| +12% | +$765 | ﹤0.01% | 760 |
|
|
2022
Q4 | $5.87K | Sell |
50
-4
| -7% | -$470 | ﹤0.01% | 749 |
|
|
2022
Q3 | $6K | Buy |
54
+1
| +2% | +$111 | ﹤0.01% | 744 |
|
|
2022
Q2 | $7K | Hold |
53
| – | – | ﹤0.01% | 697 |
|
|
2022
Q1 | $7K | Sell |
53
-5
| -9% | -$660 | ﹤0.01% | 700 |
|
|
2021
Q4 | $9K | Buy |
58
+4
| +7% | +$621 | ﹤0.01% | 676 |
|
|
2021
Q3 | $7K | Hold |
54
| – | – | ﹤0.01% | 705 |
|
|
2021
Q2 | $6K | Buy |
+54
| New | +$6K | ﹤0.01% | 735 |
|