Catalyst Financial Partners’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
$1.24M Buy
3,830
+167
+5% +$53.9K 0.13% 64
2025
Q1
$739K Sell
3,663
-92
-2% -$18.6K 0.14% 100
2024
Q4
$840K Sell
3,755
-116
-3% -$26K 0.16% 79
2024
Q3
$1.01M Buy
3,871
+137
+4% +$35.6K 0.2% 68
2024
Q2
$748K Buy
3,734
+135
+4% +$27K 0.16% 80
2024
Q1
$667K Sell
3,599
-29
-0.8% -$5.38K 0.17% 79
2023
Q4
$424K Sell
3,628
-41
-1% -$4.79K 0.12% 112
2023
Q3
$400K Buy
3,669
+235
+7% +$25.6K 0.13% 116
2023
Q2
$314K Buy
3,434
+140
+4% +$12.8K 0.11% 132
2023
Q1
$259K Sell
3,294
-172
-5% -$13.5K 0.11% 138
2022
Q4
$299K Buy
+3,466
New +$299K 0.15% 109