Concord Wealth Partners’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 | $75.7K | Buy |
234
+34
| +17% | +$11K | 0.01% | 293 |
|
|
2025
Q1 | $40.3K | Hold |
200
| – | – | 0.01% | 346 |
|
|
2024
Q4 | $44.7K | Sell |
200
-100
| -33% | -$22.4K | 0.01% | 345 |
|
|
2024
Q3 | $78K | Buy |
300
+100
| +50% | +$26K | 0.01% | 280 |
|
|
2024
Q2 | $40.1K | Hold |
200
| – | – | 0.01% | 340 |
|
|
2024
Q1 | $37K | Hold |
200
| – | – | 0.01% | 399 |
|
|
2023
Q4 | $23.4K | Hold |
200
| – | – | ﹤0.01% | 460 |
|
|
2023
Q3 | $21.8K | Hold |
200
| – | – | ﹤0.01% | 496 |
|
|
2023
Q2 | $18.3K | Hold |
200
| – | – | ﹤0.01% | 516 |
|
|
2023
Q1 | $15.7K | Sell |
200
-24
| -11% | -$1.88K | ﹤0.01% | 527 |
|
|
2022
Q4 | $19.3K | Buy |
+224
| New | +$19.3K | 0.01% | 533 |
|
|
2022
Q3 | – | Sell |
-610
| Closed | -$35K | – | 312 |
|
|
2022
Q2 | $35K | Buy |
+610
| New | +$35K | 0.01% | 427 |
|