Atria Wealth Solutions’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 | $4.7M | Buy |
14,677
+4,875
| +50% | +$1.56M | 0.11% | 224 |
|
|
2025
Q1 | $1.98M | Sell |
9,802
-1,174
| -11% | -$237K | 0.02% | 632 |
|
|
2024
Q4 | $2.46M | Buy |
10,976
+3,163
| +40% | +$708K | 0.03% | 567 |
|
|
2024
Q3 | $2.03M | Sell |
7,813
-10,472
| -57% | -$2.72M | 0.02% | 626 |
|
|
2024
Q2 | $3.66M | Sell |
18,285
-1,031
| -5% | -$206K | 0.04% | 418 |
|
|
2024
Q1 | $3.57M | Buy |
19,316
+15,343
| +386% | +$2.84M | 0.04% | 434 |
|
|
2023
Q4 | $464K | Buy |
3,973
+1,723
| +77% | +$201K | 0.01% | 1243 |
|
|
2023
Q3 | $245K | Sell |
2,250
-42
| -2% | -$4.58K | ﹤0.01% | 1537 |
|
|
2023
Q2 | $210K | Buy |
+2,292
| New | +$210K | ﹤0.01% | 1658 |
|
|
2023
Q1 | – | Sell |
-2,836
| Closed | -$244K | – | 1857 |
|
|
2022
Q4 | $244K | Buy |
2,836
+147
| +5% | +$12.7K | ﹤0.01% | 1473 |
|
|
2022
Q3 | $224K | Sell |
2,689
-1,631
| -38% | -$136K | ﹤0.01% | 1483 |
|
|
2022
Q2 | $247K | Buy |
+4,320
| New | +$247K | ﹤0.01% | 1296 |
|