Forum Financial Management’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 | $754K | Buy |
2,337
+851
| +57% | +$275K | 0.01% | 276 |
|
|
2025
Q1 | $300K | Sell |
1,486
-37
| -2% | -$7.46K | 0.01% | 593 |
|
|
2024
Q4 | $341K | Sell |
1,523
-900
| -37% | -$201K | 0.01% | 541 |
|
|
2024
Q3 | $630K | Buy |
2,423
+316
| +15% | +$82.2K | 0.01% | 265 |
|
|
2024
Q2 | $422K | Sell |
2,107
-103
| -5% | -$20.6K | 0.01% | 356 |
|
|
2024
Q1 | $409K | Sell |
2,210
-115
| -5% | -$21.3K | 0.01% | 392 |
|
|
2023
Q4 | $272K | Sell |
2,325
-218
| -9% | -$25.5K | 0.01% | 496 |
|
|
2023
Q3 | $277K | Sell |
2,543
-243
| -9% | -$26.5K | 0.01% | 444 |
|
|
2023
Q2 | $255K | Sell |
2,786
-271
| -9% | -$24.8K | 0.01% | 493 |
|
|
2023
Q1 | $240K | Buy |
+3,057
| New | +$240K | 0.01% | 479 |
|