Focus Partners Advisor Solutions’s Chesapeake Utilities CPK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$613K Buy
5,101
+127
+3% +$15.3K 0.01% 610
2025
Q1
$639K Sell
4,974
-1,134
-19% -$146K 0.01% 517
2024
Q4
$741K Sell
6,108
-47
-0.8% -$5.7K 0.01% 391
2024
Q3
$764K Buy
6,155
+20
+0.3% +$2.48K 0.02% 347
2024
Q2
$652K Sell
6,135
-19
-0.3% -$2.02K 0.02% 319
2024
Q1
$660K Sell
6,154
-6
-0.1% -$644 0.02% 306
2023
Q4
$651K Sell
6,160
-81
-1% -$8.56K 0.03% 209
2023
Q3
$610K Sell
6,241
-1
-0% -$98 0.03% 221
2023
Q2
$743K Buy
6,242
+1
+0% +$119 0.04% 164
2023
Q1
$799K Buy
+6,241
New +$799K 0.05% 147