Heritage Wealth Advisors’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 | $45.5K | Hold |
141
| – | – | ﹤0.01% | 307 |
|
|
2025
Q1 | $28.4K | Buy |
141
+24
| +21% | +$4.84K | ﹤0.01% | 342 |
|
|
2024
Q4 | $26.2K | Buy |
117
+51
| +77% | +$11.4K | ﹤0.01% | 366 |
|
|
2024
Q3 | $17.2K | Hold |
66
| – | – | ﹤0.01% | 411 |
|
|
2024
Q2 | $13.2K | Hold |
66
| – | – | ﹤0.01% | 411 |
|
|
2024
Q1 | $12.2K | Hold |
66
| – | – | ﹤0.01% | 429 |
|
|
2023
Q4 | $7.72K | Hold |
66
| – | – | ﹤0.01% | 465 |
|
|
2023
Q3 | $7.2K | Hold |
66
| – | – | ﹤0.01% | 426 |
|
|
2023
Q2 | $6.04K | Buy |
+66
| New | +$6.04K | ﹤0.01% | 459 |
|