Cetera Investment Advisers’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
3,737
-94
| -2% | -$11.3K | ﹤0.01% | 3049 |
|
|
2025
Q1 | $492K | Buy |
3,831
+424
| +12% | +$54.4K | ﹤0.01% | 2852 |
|
|
2024
Q4 | $413K | Sell |
3,407
-224
| -6% | -$27.2K | ﹤0.01% | 2834 |
|
|
2024
Q3 | $451K | Buy |
3,631
+420
| +13% | +$52.1K | ﹤0.01% | 2731 |
|
|
2024
Q2 | $341K | Sell |
3,211
-38
| -1% | -$4.04K | ﹤0.01% | 2918 |
|
|
2024
Q1 | $349K | Buy |
+3,249
| New | +$349K | ﹤0.01% | 2906 |
|