Harvest Investment Services’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	$2.76M	Sell	8,561 -1,498	-15%	-$483K	0.62%	34
2025 Q1	$2.03M	Sell	10,059 -1,017	-9%	-$205K	0.56%	36
2024 Q4	$2.48M	Buy	11,076 +9,772	+749%	+$2.19M	0.61%	48
2024 Q3	$339K	Sell	1,304 -2,663	-67%	-$692K	0.11%	171
2024 Q2	$794K	Buy	+3,967	New	+$794K	0.32%	80