GoalVest Advisory’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
Sell
-2
Closed -$403 386
2025
Q1
$403 Buy
+2
New +$403 ﹤0.01% 382
2022
Q3
Sell
-210
Closed -$12K 258
2022
Q2
$12K Buy
+210
New +$12K 0.01% 246