Financial Advocates Investment Management’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,572
| Closed | -$409K | – | 744 |
|
|
2024
Q3 | $409K | Buy |
1,572
+49
| +3% | +$12.7K | 0.02% | 517 |
|
|
2024
Q2 | $305K | Sell |
1,523
-430
| -22% | -$86.1K | 0.02% | 570 |
|
|
2024
Q1 | $361K | Sell |
1,953
-30
| -2% | -$5.55K | 0.02% | 531 |
|
|
2023
Q4 | $232K | Buy |
1,983
+12
| +0.6% | +$1.4K | 0.02% | 650 |
|
|
2023
Q3 | $215K | Buy |
+1,971
| New | +$215K | 0.02% | 632 |
|
|
2022
Q4 | – | Sell |
-17,259
| Closed | -$321K | – | 766 |
|
|
2022
Q3 | $321K | Buy |
+17,259
| New | +$321K | 0.03% | 523 |
|