CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $263K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $2.58M | Buy |
|
|||||
|
2023
Q3 | $2.34M | Sell |
|
|||||
|
2023
Q2 | $2.89M | Buy |
|
|||||
|
2023
Q1 | $3.1M | Sell |
|
|||||
|
2022
Q4 | $3.21M | Buy |
|
|||||
|
2022
Q3 | $3.1M | Buy |
|
|||||
|
2022
Q2 | $72K | Buy |
|
|||||
|
2022
Q1 | $70K | Sell |
|
|||||
|
2021
Q4 | $75K | Sell |
|
|||||
|
2021
Q3 | $63K | Buy |
|
|||||
|
2021
Q2 | $61K | Sell |
|
|||||
|
2021
Q1 | $59K | Buy |
|
|||||
|
2020
Q4 | $1K | Sell |
|
|||||
|
2020
Q3 | $1K | Sell |
|
|||||
|
2020
Q2 | $64K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $72K | Hold |
|
|||||
|
2019
Q2 | $72K | Hold |
|
|||||
|
2019
Q1 | $69K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $0 | Buy |
|