EFS
Essex Financial Services’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Sell |
2,338
-91
| -4% | -$29.4K | 0.05% | 323 |
|
|
2025
Q1 | $490K | Sell |
2,429
-162
| -6% | -$32.7K | 0.04% | 388 |
|
|
2024
Q4 | $580K | Buy |
2,591
+306
| +13% | +$68.5K | 0.04% | 344 |
|
|
2024
Q3 | $608K | Sell |
2,285
-1,443
| -39% | -$384K | 0.04% | 340 |
|
|
2024
Q2 | $697K | Sell |
3,728
-190
| -5% | -$35.5K | 0.05% | 303 |
|
|
2024
Q1 | $724K | Buy |
3,918
+981
| +33% | +$181K | 0.07% | 256 |
|
|
2023
Q4 | $343K | Buy |
2,937
+16
| +0.5% | +$1.87K | 0.04% | 369 |
|
|
2023
Q3 | $319K | Buy |
2,921
+127
| +5% | +$13.9K | 0.04% | 359 |
|
|
2023
Q2 | $256K | Buy |
2,794
+1
| +0% | +$92 | 0.03% | 396 |
|
|
2023
Q1 | $219K | Buy |
2,793
+35
| +1% | +$2.75K | 0.02% | 451 |
|
|
2022
Q4 | $237K | Sell |
2,758
-7
| -0.3% | -$602 | 0.03% | 426 |
|
|
2022
Q3 | $230K | Buy |
+2,765
| New | +$230K | 0.03% | 404 |
|