B. Riley Wealth Advisors’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 | $1.1M | Buy |
+3,409
| New | +$1.1M | 0.05% | 326 |
|
|
2024
Q4 | $958K | Buy |
4,282
+380
| +10% | +$85K | 0.03% | 463 |
|
|
2024
Q3 | $1.05M | Sell |
3,902
-877
| -18% | -$235K | 0.03% | 484 |
|
|
2024
Q2 | $957K | Buy |
4,779
+900
| +23% | +$180K | 0.02% | 554 |
|
|
2024
Q1 | $423K | Buy |
3,879
+268
| +7% | +$29.2K | 0.01% | 880 |
|
|
2023
Q4 | $422K | Sell |
3,611
-268
| -7% | -$31.3K | 0.01% | 905 |
|
|
2023
Q3 | $423K | Buy |
3,879
+306
| +9% | +$33.4K | 0.01% | 880 |
|
|
2023
Q2 | $327K | Buy |
3,573
+39
| +1% | +$3.57K | 0.01% | 1076 |
|
|
2023
Q1 | $277K | Sell |
3,534
-257
| -7% | -$20.2K | 0.01% | 1112 |
|
|
2022
Q4 | $327K | Buy |
3,791
+753
| +25% | +$64.9K | 0.01% | 998 |
|
|
2022
Q3 | $253K | Buy |
+3,038
| New | +$253K | 0.01% | 1105 |
|