Clearstead Advisors’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 | $2.33M | Buy |
7,209
+169
| +2% | +$54.5K | 0.03% | 286 |
|
|
2025
Q1 | $1.42M | Sell |
7,040
-350
| -5% | -$70.6K | 0.02% | 351 |
|
|
2024
Q4 | $1.65M | Buy |
7,390
+332
| +5% | +$74.3K | 0.03% | 323 |
|
|
2024
Q3 | $1.84M | Buy |
7,058
+30
| +0.4% | +$7.8K | 0.03% | 310 |
|
|
2024
Q2 | $1.41M | Buy |
7,028
+1,851
| +36% | +$371K | 0.02% | 330 |
|
|
2024
Q1 | $1.11M | Buy |
5,177
+1,833
| +55% | +$392K | 0.05% | 217 |
|
|
2023
Q4 | $391K | Buy |
3,344
+274
| +9% | +$32K | 0.02% | 351 |
|
|
2023
Q3 | $335K | Buy |
3,070
+1,727
| +129% | +$188K | 0.01% | 464 |
|
|
2023
Q2 | $123K | Buy |
1,343
+340
| +34% | +$31.1K | 0.01% | 526 |
|
|
2023
Q1 | $78.7K | Buy |
1,003
+350
| +54% | +$27.5K | 0.01% | 558 |
|
|
2022
Q4 | $56.3K | Buy |
653
+320
| +96% | +$27.6K | ﹤0.01% | 605 |
|
|
2022
Q3 | $28K | Sell |
333
-320
| -49% | -$26.9K | ﹤0.01% | 706 |
|
|
2022
Q2 | $37K | Buy |
653
+1
| +0.2% | +$57 | ﹤0.01% | 678 |
|
|
2022
Q1 | $37K | Buy |
+652
| New | +$37K | ﹤0.01% | 737 |
|