Everhart Financial Group’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	$742K	Buy	2,300 +218	+10%	+$70.4K	0.09%	167
2025 Q1	$420K	Buy	2,082 +287	+16%	+$57.9K	0.06%	237
2024 Q4	$402K	Buy	1,795 +84	+5%	+$18.8K	0.08%	219
2024 Q3	$445K	Buy	1,711 +670	+64%	+$174K	0.1%	208
2024 Q2	$208K	Buy	+1,041	New	+$208K	0.05%	283