Bare Financial Services’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 | $601K | Buy |
1,861
+776
| +72% | +$250K | 0.2% | 29 |
|
|
2025
Q1 | $219K | Buy |
1,085
+2
| +0.2% | +$403 | 0.08% | 34 |
|
|
2024
Q4 | $242K | Buy |
1,083
+611
| +129% | +$137K | 0.1% | 32 |
|
|
2024
Q3 | $123K | Hold |
472
| – | – | 0.05% | 46 |
|
|
2024
Q2 | $89.6K | Hold |
472
| – | – | 0.05% | 49 |
|
|
2024
Q1 | $87.8K | Sell |
472
-676
| -59% | -$126K | 0.08% | 43 |
|
|
2023
Q4 | $134K | Buy |
+1,148
| New | +$134K | 0.27% | 31 |
|