Dynamic Advisor Solutions’s Constellation Energy CEG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$355K Sell
1,100
-261
-19% -$84.2K 0.01% 691
2025
Q1
$275K Buy
+1,361
New +$275K 0.01% 736
2024
Q4
Sell
-918
Closed -$239K 671
2024
Q3
$239K Buy
+918
New +$239K 0.01% 831