Boston Financial Management’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.54M Buy
6,875
+6
+0.1% +$1.34K 0.05% 164
2024
Q3
$1.79M Buy
6,869
+279
+4% +$72.5K 0.05% 157
2024
Q2
$1.32M Buy
6,590
+332
+5% +$66.5K 0.04% 171
2024
Q1
$1.16M Sell
6,258
-56
-0.9% -$10.4K 0.04% 184
2023
Q4
$738K Sell
6,314
-17
-0.3% -$1.99K 0.03% 211
2023
Q3
$691K Sell
6,331
-465
-7% -$50.7K 0.03% 203
2023
Q2
$622K Buy
6,796
+60
+0.9% +$5.49K 0.02% 221
2023
Q1
$529K Sell
6,736
-38
-0.6% -$2.98K 0.02% 222
2022
Q4
$584K Buy
6,774
+546
+9% +$47.1K 0.02% 215
2022
Q3
$518K Buy
+6,228
New +$518K 0.02% 213