IHT Wealth 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
$3.16M Sell
9,802
-19
-0.2% -$6.13K 0.09% 226
2025
Q1
$1.98M Buy
9,821
+188
+2% +$37.9K 0.06% 295
2024
Q4
$2.16M Sell
9,633
-4,036
-30% -$903K 0.07% 257
2024
Q3
$3.57M Buy
13,669
+5,487
+67% +$1.44M 0.1% 207
2024
Q2
$1.64M Sell
8,182
-1,053
-11% -$211K 0.06% 301
2024
Q1
$1.71M Buy
9,235
+4,549
+97% +$841K 0.07% 294
2023
Q4
$548K Buy
4,686
+632
+16% +$73.9K 0.02% 567
2023
Q3
$442K Buy
4,054
+69
+2% +$7.53K 0.02% 591
2023
Q2
$365K Sell
3,985
-432
-10% -$39.6K 0.02% 648
2023
Q1
$347K Buy
4,417
+775
+21% +$60.8K 0.02% 640
2022
Q4
$314K Sell
3,642
-458
-11% -$39.5K 0.02% 645
2022
Q3
$341K Buy
+4,100
New +$341K 0.03% 578