Evoke Wealth’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 | $591K | Buy |
1,831
+399
| +28% | +$129K | 0.01% | 303 |
|
|
2025
Q1 | $289K | Sell |
1,432
-60
| -4% | -$12.1K | 0.01% | 363 |
|
|
2024
Q4 | $334K | Buy |
1,492
+19
| +1% | +$4.25K | 0.01% | 324 |
|
|
2024
Q3 | $383K | Buy |
+1,473
| New | +$383K | 0.01% | 297 |
|
|
2024
Q2 | – | Sell |
-1,464
| Closed | -$271K | – | 146 |
|
|
2024
Q1 | $271K | Buy |
+1,464
| New | +$271K | 0.01% | 338 |
|
|
2022
Q4 | – | Sell |
-875
| Closed | -$73K | – | 492 |
|
|
2022
Q3 | $73K | Hold |
875
| – | – | ﹤0.01% | 463 |
|
|
2022
Q2 | $50K | Sell |
875
-10
| -1% | -$571 | ﹤0.01% | 512 |
|
|
2022
Q1 | $50K | Buy |
+885
| New | +$50K | ﹤0.01% | 520 |
|