Avantax Advisory Services’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 | $588K | Buy |
4,893
+108
| +2% | +$13K | ﹤0.01% | 1487 |
|
|
2025
Q1 | $615K | Sell |
4,785
-1,824
| -28% | -$234K | ﹤0.01% | 1377 |
|
|
2024
Q4 | $802K | Sell |
6,609
-972
| -13% | -$118K | 0.01% | 1153 |
|
|
2024
Q3 | $941K | Sell |
7,581
-25
| -0.3% | -$3.1K | 0.01% | 1063 |
|
|
2024
Q2 | $808K | Buy |
7,606
+2,978
| +64% | +$316K | 0.01% | 1095 |
|
|
2024
Q1 | $497K | Buy |
4,628
+750
| +19% | +$80.5K | ﹤0.01% | 1041 |
|
|
2023
Q4 | $410K | Buy |
3,878
+1,526
| +65% | +$161K | ﹤0.01% | 1077 |
|
|
2023
Q3 | $230K | Hold |
2,352
| – | – | ﹤0.01% | 1348 |
|
|
2023
Q2 | $280K | Hold |
2,352
| – | – | ﹤0.01% | 1220 |
|
|
2023
Q1 | $301K | Sell |
2,352
-73
| -3% | -$9.34K | ﹤0.01% | 1147 |
|
|
2022
Q4 | $287K | Buy |
2,425
+356
| +17% | +$42.1K | ﹤0.01% | 1130 |
|
|
2022
Q3 | $239K | Buy |
+2,069
| New | +$239K | ﹤0.01% | 1119 |
|