Colonial Trust 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 | $4.2K | Sell |
13
-38
| -75% | -$12.3K | ﹤0.01% | 603 |
|
|
2025
Q1 | $10.3K | Hold |
51
| – | – | ﹤0.01% | 493 |
|
|
2024
Q4 | $11.4K | Hold |
51
| – | – | ﹤0.01% | 471 |
|
|
2024
Q3 | $13.3K | Hold |
51
| – | – | ﹤0.01% | 502 |
|
|
2024
Q2 | $10.2K | Buy |
51
+38
| +292% | +$7.61K | ﹤0.01% | 518 |
|
|
2024
Q1 | $2.4K | Sell |
13
-1
| -7% | -$185 | ﹤0.01% | 780 |
|
|
2023
Q4 | $1.64K | Sell |
14
-16
| -53% | -$1.87K | ﹤0.01% | 729 |
|
|
2023
Q3 | $3.27K | Hold |
30
| – | – | ﹤0.01% | 662 |
|
|
2023
Q2 | $2.75K | Hold |
30
| – | – | ﹤0.01% | 707 |
|
|
2023
Q1 | $2.36K | Sell |
30
-4
| -12% | -$314 | ﹤0.01% | 713 |
|
|
2022
Q4 | $2.93K | Buy |
+34
| New | +$2.93K | ﹤0.01% | 681 |
|