Burkett 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 | $61.7K | Sell |
191
-20
| -9% | -$6.46K | 0.02% | 87 |
|
|
2025
Q1 | $42.5K | Buy |
211
+20
| +10% | +$4.03K | 0.02% | 100 |
|
|
2024
Q4 | $42.6K | Buy |
191
+111
| +139% | +$24.8K | 0.02% | 94 |
|
|
2024
Q3 | $20.9K | Hold |
80
| – | – | 0.01% | 114 |
|
|
2024
Q2 | $16.1K | Hold |
80
| – | – | 0.01% | 120 |
|
|
2024
Q1 | $14.8K | Buy |
+80
| New | +$14.8K | 0.01% | 126 |
|