Independent Advisor Alliance’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.9M | Buy |
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|
2025
Q2 | $5.08M | Buy |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $759K | Sell |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $508K | Sell |
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|
2023
Q2 | $514K | Sell |
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|
2023
Q1 | $463K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $496K | Buy |
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|
2022
Q2 | $330K | Buy |
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