Avantax Planning Partners’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 | $681K | Buy |
2,111
+2
| +0.1% | +$646 | 0.02% | 229 |
|
|
2025
Q1 | $425K | Buy |
2,109
+5
| +0.2% | +$1.01K | 0.02% | 285 |
|
|
2024
Q4 | $471K | Buy |
2,104
+98
| +5% | +$21.9K | 0.02% | 263 |
|
|
2024
Q3 | $522K | Sell |
2,006
-90
| -4% | -$23.4K | 0.02% | 251 |
|
|
2024
Q2 | $420K | Buy |
2,096
+5
| +0.2% | +$1K | 0.01% | 311 |
|
|
2024
Q1 | $387K | Buy |
+2,091
| New | +$387K | 0.01% | 325 |
|