Delos Wealth 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 | $57.8K | Buy |
+179
| New | +$57.8K | 0.05% | 85 |
|
|
2024
Q4 | – | Sell |
-50
| Closed | -$13K | – | 204 |
|
|
2024
Q3 | $13K | Buy |
50
+39
| +355% | +$10.1K | 0.01% | 104 |
|
|
2024
Q2 | $2.2K | Hold |
11
| – | – | ﹤0.01% | 202 |
|
|
2024
Q1 | $2.03K | Buy |
11
+6
| +120% | +$1.11K | ﹤0.01% | 211 |
|
|
2023
Q4 | $585 | Hold |
5
| – | – | ﹤0.01% | 241 |
|
|
2023
Q3 | $521 | Hold |
5
| – | – | ﹤0.01% | 290 |
|
|
2023
Q2 | $458 | Hold |
5
| – | – | ﹤0.01% | 299 |
|
|
2023
Q1 | $393 | Sell |
5
-118
| -96% | -$9.28K | ﹤0.01% | 322 |
|
|
2022
Q4 | $10.6K | Hold |
123
| – | – | 0.02% | 132 |
|
|
2022
Q3 | $10K | Buy |
123
+5
| +4% | +$407 | 0.01% | 135 |
|
|
2022
Q2 | $7K | Hold |
118
| – | – | 0.01% | 158 |
|
|
2022
Q1 | $7K | Buy |
+118
| New | +$7K | 0.01% | 185 |
|