Cyndeo 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 | $432K | Buy |
+1,340
| New | +$432K | 0.03% | 324 |
|
|
2025
Q1 | – | Sell |
-2,013
| Closed | -$450K | – | 454 |
|
|
2024
Q4 | $450K | Buy |
+2,013
| New | +$450K | 0.03% | 310 |
|
|
2024
Q3 | – | Sell |
-2,662
| Closed | -$533K | – | 450 |
|
|
2024
Q2 | $533K | Buy |
2,662
+1,231
| +86% | +$247K | 0.04% | 273 |
|
|
2024
Q1 | $265K | Buy |
+1,431
| New | +$265K | 0.02% | 335 |
|