Avantax Advisory Services’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 | $3.99M | Buy |
12,349
+4,194
| +51% | +$1.35M | 0.02% | 529 |
|
|
2025
Q1 | $1.64M | Buy |
8,155
+1,566
| +24% | +$316K | 0.01% | 846 |
|
|
2024
Q4 | $1.47M | Buy |
6,589
+265
| +4% | +$59.3K | 0.01% | 872 |
|
|
2024
Q3 | $1.64M | Buy |
6,324
+380
| +6% | +$98.8K | 0.01% | 786 |
|
|
2024
Q2 | $1.19M | Buy |
5,944
+1,621
| +37% | +$325K | 0.01% | 890 |
|
|
2024
Q1 | $799K | Sell |
4,323
-111
| -3% | -$20.5K | 0.01% | 838 |
|
|
2023
Q4 | $518K | Sell |
4,434
-13
| -0.3% | -$1.52K | 0.01% | 965 |
|
|
2023
Q3 | $485K | Buy |
4,447
+318
| +8% | +$34.7K | 0.01% | 956 |
|
|
2023
Q2 | $378K | Buy |
4,129
+117
| +3% | +$10.7K | ﹤0.01% | 1067 |
|
|
2023
Q1 | $315K | Sell |
4,012
-192
| -5% | -$15.1K | ﹤0.01% | 1130 |
|
|
2022
Q4 | $362K | Buy |
4,204
+445
| +12% | +$38.4K | ﹤0.01% | 1016 |
|
|
2022
Q3 | $313K | Sell |
3,759
-154
| -4% | -$12.8K | ﹤0.01% | 983 |
|
|
2022
Q2 | $224K | Buy |
3,913
+10
| +0.3% | +$572 | ﹤0.01% | 1155 |
|
|
2022
Q1 | $220K | Buy |
+3,903
| New | +$220K | ﹤0.01% | 1149 |
|