CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Sell |
16,848
-582
| -3% | -$188K | 0.09% | 83 |
|
|
2025
Q1 | $3.51M | Buy |
17,430
+501
| +3% | +$101K | 0.07% | 97 |
|
|
2024
Q4 | $3.79M | Buy |
16,929
+49
| +0.3% | +$11K | 0.07% | 77 |
|
|
2024
Q3 | $4.39M | Buy |
16,880
+563
| +3% | +$146K | 0.1% | 71 |
|
|
2024
Q2 | $3.27M | Sell |
16,317
-148
| -0.9% | -$29.6K | 0.07% | 80 |
|
|
2024
Q1 | $3.04M | Sell |
16,465
-58
| -0.4% | -$10.7K | 0.07% | 79 |
|
|
2023
Q4 | $1.93M | Buy |
16,523
+451
| +3% | +$52.7K | 0.05% | 104 |
|
|
2023
Q3 | $1.75M | Buy |
16,072
+6
| +0% | +$654 | 0.05% | 102 |
|
|
2023
Q2 | $1.47M | Sell |
16,066
-103
| -0.6% | -$9.43K | 0.04% | 116 |
|
|
2023
Q1 | $1.27M | Buy |
16,169
+103
| +0.6% | +$8.09K | 0.04% | 122 |
|
|
2022
Q4 | $1.39M | Hold |
16,066
| – | – | 0.05% | 122 |
|
|
2022
Q3 | $1.34M | Hold |
16,066
| – | – | 0.17% | 50 |
|
|
2022
Q2 | $920K | Hold |
16,066
| – | – | 0.04% | 137 |
|
|
2022
Q1 | $904K | Buy |
+16,066
| New | +$904K | 0.03% | 145 |
|