Balboa Wealth 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
Q1 | – | Sell |
-1,039
| Closed | -$232K | – | 336 |
|
|
2024
Q4 | $232K | Buy |
+1,039
| New | +$232K | 0.05% | 251 |
|
|
2024
Q3 | – | Sell |
-1,762
| Closed | -$353K | – | 339 |
|
|
2024
Q2 | $353K | Buy |
+1,762
| New | +$353K | 0.09% | 165 |
|
|
2024
Q1 | – | Sell |
-2,685
| Closed | -$314K | – | 295 |
|
|
2023
Q4 | $314K | Sell |
2,685
-15
| -0.6% | -$1.75K | 0.1% | 152 |
|
|
2023
Q3 | $295K | Buy |
+2,700
| New | +$295K | 0.11% | 158 |
|