Arkadios Wealth Advisors’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 | $1.37M | Buy |
4,236
+353
| +9% | +$114K | 0.04% | 447 |
|
|
2025
Q1 | $783K | Sell |
3,883
-13,739
| -78% | -$2.77M | 0.03% | 539 |
|
|
2024
Q4 | $3.94M | Buy |
17,622
+15,423
| +701% | +$3.45M | 0.22% | 100 |
|
|
2024
Q3 | $572K | Buy |
2,199
+790
| +56% | +$205K | 0.03% | 498 |
|
|
2024
Q2 | $282K | Sell |
1,409
-95
| -6% | -$19K | 0.02% | 649 |
|
|
2024
Q1 | $278K | Buy |
+1,504
| New | +$278K | 0.02% | 560 |
|