Cynosure Group’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $321K | Hold |
2,671
| – | – | 0.04% | 364 |
|
2025
Q1 | $343K | Buy |
2,671
+135
| +5% | +$17.3K | 0.05% | 246 |
|
2024
Q4 | $308K | Sell |
2,536
-416
| -14% | -$50.5K | 0.05% | 208 |
|
2024
Q3 | $367K | Sell |
2,952
-556
| -16% | -$69K | 0.05% | 300 |
|
2024
Q2 | $373K | Buy |
3,508
+586
| +20% | +$62.2K | 0.06% | 278 |
|
2024
Q1 | $314K | Buy |
+2,922
| New | +$314K | 0.06% | 268 |
|