Beaumont Financial 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 | $489K | Buy |
1,514
+19
| +1% | +$6.13K | 0.04% | 227 |
|
|
2025
Q1 | $301K | Buy |
1,495
+14
| +0.9% | +$2.82K | 0.02% | 288 |
|
|
2024
Q4 | $331K | Sell |
1,481
-20
| -1% | -$4.47K | 0.02% | 277 |
|
|
2024
Q3 | $390K | Buy |
1,501
+6
| +0.4% | +$1.56K | 0.03% | 243 |
|
|
2024
Q2 | $299K | Buy |
1,495
+30
| +2% | +$6.01K | 0.02% | 276 |
|
|
2024
Q1 | $271K | Buy |
+1,465
| New | +$271K | 0.02% | 293 |
|