Cladis Investment Advisory’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 | $962K | Hold |
8,000
| – | – | 0.6% | 54 |
|
|
2025
Q1 | $1.03M | Hold |
8,000
| – | – | 0.74% | 45 |
|
|
2024
Q4 | $971K | Hold |
8,000
| – | – | 0.69% | 50 |
|
|
2024
Q3 | $993K | Hold |
8,000
| – | – | 0.69% | 48 |
|
|
2024
Q2 | $850K | Hold |
8,000
| – | – | 0.62% | 52 |
|
|
2024
Q1 | $858K | Hold |
8,000
| – | – | 0.63% | 49 |
|
|
2023
Q4 | $845K | Hold |
8,000
| – | – | 0.66% | 48 |
|
|
2023
Q3 | $782K | Hold |
8,000
| – | – | 0.68% | 50 |
|
|
2023
Q2 | $952K | Hold |
8,000
| – | – | 0.83% | 39 |
|
|
2023
Q1 | $1.02M | Hold |
8,000
| – | – | 0.92% | 33 |
|
|
2022
Q4 | $945K | Hold |
8,000
| – | – | 0.94% | 33 |
|
|
2022
Q3 | $923K | Hold |
8,000
| – | – | 1% | 31 |
|
|
2022
Q2 | $1.04M | Hold |
8,000
| – | – | 1.04% | 28 |
|
|
2022
Q1 | $1.1M | Hold |
8,000
| – | – | 0.89% | 34 |
|
|
2021
Q4 | $1.17M | Buy |
+8,000
| New | +$1.17M | 0.94% | 32 |
|