Avior Wealth Management’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-102
Closed -$22.9K 1004
2024
Q4
$22.9K Sell
102
-4
-4% -$897 ﹤0.01% 1381
2024
Q3
$27.6K Sell
106
-5
-5% -$1.3K ﹤0.01% 1305
2024
Q2
$22.3K Sell
111
-132
-54% -$26.5K ﹤0.01% 1326
2024
Q1
$44.9K Buy
243
+206
+557% +$38.1K ﹤0.01% 1273
2023
Q4
$4.32K Buy
+37
New +$4.32K ﹤0.01% 1185
2023
Q2
Sell
-121
Closed -$9.58K 1578
2023
Q1
$9.58K Hold
121
﹤0.01% 1060
2022
Q4
$10.5K Hold
121
﹤0.01% 843
2022
Q3
$10K Hold
121
﹤0.01% 846
2022
Q2
$6K Buy
121
+4
+3% +$198 ﹤0.01% 829
2022
Q1
$6K Buy
+117
New +$6K ﹤0.01% 884