Caprock Group’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $401K | Sell |
3,107
-206
| -6% | -$26.6K | 0.01% | 798 |
|
|
2024
Q4 | $404K | Buy |
3,313
+110
| +3% | +$13.4K | 0.01% | 694 |
|
|
2024
Q3 | $400K | Buy |
3,203
+26
| +0.8% | +$3.25K | 0.01% | 632 |
|
|
2024
Q2 | $339K | Sell |
3,177
-2
| -0.1% | -$214 | 0.01% | 646 |
|
|
2024
Q1 | $343K | Buy |
+3,179
| New | +$343K | 0.02% | 517 |
|