Concord Wealth Partners’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $77.2K | Buy |
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|
2025
Q2 | $75.7K | Buy |
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|
2025
Q1 | $40.3K | Hold |
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|
2024
Q4 | $44.7K | Sell |
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|
2024
Q3 | $78K | Buy |
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|
2024
Q2 | $40.1K | Hold |
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|
2024
Q1 | $37K | Hold |
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|
2023
Q4 | $23.4K | Hold |
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|
2023
Q3 | $21.8K | Hold |
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|
2023
Q2 | $18.3K | Hold |
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|
2023
Q1 | $15.7K | Sell |
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|
2022
Q4 | $19.3K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $35K | Buy |
|