Farther Finance Advisors’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 | $1.92M | Buy |
5,955
+451
| +8% | +$146K | 0.04% | 376 |
|
|
2025
Q1 | $1.14M | Buy |
5,504
+2,270
| +70% | +$470K | 0.03% | 456 |
|
|
2024
Q4 | $724K | Buy |
3,234
+594
| +23% | +$133K | 0.03% | 472 |
|
|
2024
Q3 | $686K | Sell |
2,640
-3,750
| -59% | -$975K | 0.03% | 475 |
|
|
2024
Q2 | $1.31M | Buy |
6,390
+4,816
| +306% | +$987K | 0.06% | 233 |
|
|
2024
Q1 | $293K | Buy |
1,574
+53
| +3% | +$9.86K | 0.02% | 562 |
|
|
2023
Q4 | $178K | Buy |
1,521
+587
| +63% | +$68.6K | 0.01% | 587 |
|
|
2023
Q3 | $102K | Buy |
934
+544
| +139% | +$59.3K | 0.02% | 546 |
|
|
2023
Q2 | $35.7K | Sell |
390
-4
| -1% | -$366 | 0.01% | 780 |
|
|
2023
Q1 | $30.9K | Buy |
394
+12
| +3% | +$942 | 0.01% | 759 |
|
|
2022
Q4 | $32.9K | Buy |
+382
| New | +$32.9K | 0.01% | 587 |
|