GeoWealth 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 | $388K | Sell |
1,201
-51
| -4% | -$16.5K | 0.02% | 471 |
|
|
2025
Q1 | $253K | Sell |
1,252
-636
| -34% | -$128K | 0.01% | 593 |
|
|
2024
Q4 | $422K | Sell |
1,888
-503
| -21% | -$113K | 0.01% | 512 |
|
|
2024
Q3 | $622K | Buy |
2,391
+3
| +0.1% | +$780 | 0.02% | 425 |
|
|
2024
Q2 | $478K | Buy |
2,388
+1,159
| +94% | +$232K | 0.02% | 443 |
|
|
2024
Q1 | $227K | Buy |
+1,229
| New | +$227K | 0.01% | 643 |
|