Forum Financial Management’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $812K | Buy |
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|
2025
Q2 | $754K | Buy |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $341K | Sell |
|
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|
2024
Q3 | $630K | Buy |
|
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|
2024
Q2 | $422K | Sell |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $277K | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $240K | Buy |
|