Atria Wealth Solutions’s Constellation Energy CEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.7M	Buy	14,677 +4,875	+50%	+$1.29M	0.11%	224
2025 Q1	$1.98M	Sell	9,802 -1,174	-11%	-$315K	0.02%	637
2024 Q4	$2.46M	Buy	10,976 +3,163	+40%	+$789K	0.03%	570
2024 Q3	$2.03M	Sell	7,813 -10,472	-57%	-$2.08M	0.02%	629
2024 Q2	$3.66M	Sell	18,285 -1,031	-5%	-$210K	0.04%	420
2024 Q1	$3.57M	Buy	19,316 +15,343	+386%	+$2.18M	0.04%	436
2023 Q4	$464K	Buy	3,973 +1,723	+77%	+$201K	0.01%	1254
2023 Q3	$245K	Sell	2,250 -42	-2%	-$4.33K	﹤0.01%	1547
2023 Q2	$210K	Buy	+2,292	New	+$190K	﹤0.01%	1665
2023 Q1	–	Sell	-2,836	Closed	-$244K	–	1869
2022 Q4	$244K	Buy	2,836 +147	+5%	+$13.2K	﹤0.01%	1481
2022 Q3	$224K	Sell	2,689 -1,631	-38%	-$120K	﹤0.01%	1491
2022 Q2	$247K	Buy	+4,320	New	+$260K	0.01%	1321