Bell Investment Advisors’s Chesapeake Utilities CPK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.53K	Sell	20 -3	-13%	-$386	﹤0.01%	1241
2025 Q4	$2.87K	Sell	23 -30	-57%	-$3.96K	﹤0.01%	1215
2025 Q3	$7.14K	Hold	53	–	–	﹤0.01%	766
2025 Q2	$6.37K	Hold	53	–	–	﹤0.01%	870
2025 Q1	$6.81K	Buy	53 +4	+8%	+$496	﹤0.01%	766
2024 Q4	$5.95K	Hold	49	–	–	﹤0.01%	851
2024 Q3	$6.08K	Sell	49 -5	-9%	-$584	﹤0.01%	833
2024 Q2	$5.74K	Sell	54 -5	-8%	-$535	﹤0.01%	852
2024 Q1	$6.33K	Buy	59 +31	+111%	+$3.2K	﹤0.01%	796
2023 Q4	$2.96K	Sell	28 -4	-13%	-$381	﹤0.01%	1160
2023 Q3	$3.13K	Sell	32 -6	-16%	-$680	﹤0.01%	1062
2023 Q2	$4.52K	Sell	38 -5	-12%	-$633	﹤0.01%	872
2023 Q1	$5.5K	Buy	43 +14	+48%	+$1.74K	﹤0.01%	734
2022 Q4	$3.43K	Buy	+29	New	+$3.4K	﹤0.01%	1003
2022 Q3	–	Sell	-28	Closed	-$4K	–	1761
2022 Q2	$4K	Buy	+28	New	+$3.65K	﹤0.01%	780
2021 Q4	$2K	Sell	15 -1	-6%	-$133	﹤0.01%	1114
2021 Q3	$2K	Buy	+16	New	+$2.01K	﹤0.01%	1046