Centerpoint 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
2026 Q1	$20K	Hold	156	–	–	0.01%	239
2025 Q4	$19K	Hold	156	–	–	0.01%	256
2025 Q3	$21K	Sell	156 -2	-1%	-$248	0.01%	242
2025 Q2	$19K	Hold	158	–	–	0.01%	250
2025 Q1	$20K	Hold	158	–	–	0.01%	237
2024 Q4	$19K	Hold	158	–	–	0.01%	270
2024 Q3	$20K	Buy	158 +27	+21%	+$3.15K	0.01%	268
2024 Q2	$14K	Sell	131 -1	-0.8%	-$107	0.01%	318
2024 Q1	$14K	Hold	132	–	–	0.01%	304
2023 Q4	$14K	Hold	132	–	–	0.01%	303
2023 Q3	$13K	Buy	132 +22	+20%	+$2.49K	0.01%	305
2023 Q2	$13K	Hold	110	–	–	0.01%	319
2023 Q1	$14K	Buy	110 +42	+62%	+$5.21K	0.01%	318
2022 Q4	$8K	Buy	+68	New	+$7.98K	﹤0.01%	321