Diversified Trust’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 | $351K | Buy |
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|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $789K | Sell |
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|
2024
Q4 | $935K | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $986K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $321K | Buy |
|