Gradient Investments’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-107
Closed -$21.4K 458
2024
Q2
$21.4K Hold
107
﹤0.01% 630
2024
Q1
$19.8K Sell
107
-844
-89% -$156K ﹤0.01% 546
2023
Q4
$111K Sell
951
-472
-33% -$55.2K ﹤0.01% 412
2023
Q3
$155K Sell
1,423
-11
-0.8% -$1.2K ﹤0.01% 342
2023
Q2
$131K Sell
1,434
-148
-9% -$13.5K ﹤0.01% 369
2023
Q1
$124K Sell
1,582
-73
-4% -$5.73K ﹤0.01% 346
2022
Q4
$143K Buy
1,655
+73
+5% +$6.29K ﹤0.01% 337
2022
Q3
$132K Hold
1,582
﹤0.01% 323
2022
Q2
$91K Sell
1,582
-1,252
-44% -$72K ﹤0.01% 388
2022
Q1
$159K Buy
+2,834
New +$159K ﹤0.01% 311