Institutional & Family Asset Management’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17K | Sell |
85
-23
| -21% | -$4.61K | ﹤0.01% | 358 |
|
|
2024
Q1 | $20K | Sell |
108
-14
| -11% | -$2.59K | ﹤0.01% | 326 |
|
|
2023
Q4 | $14.3K | Sell |
122
-26
| -18% | -$3.04K | ﹤0.01% | 349 |
|
|
2023
Q3 | $16.1K | Hold |
148
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $13.5K | Sell |
148
-11
| -7% | -$1.01K | ﹤0.01% | 354 |
|
|
2023
Q1 | $12.5K | Hold |
159
| – | – | ﹤0.01% | 351 |
|
|
2022
Q4 | $13.7K | Hold |
159
| – | – | ﹤0.01% | 344 |
|
|
2022
Q3 | $13K | Buy |
159
+34
| +27% | +$2.78K | ﹤0.01% | 350 |
|
|
2022
Q2 | $7K | Sell |
125
-4
| -3% | -$224 | ﹤0.01% | 431 |
|
|
2022
Q1 | $7K | Buy |
+129
| New | +$7K | ﹤0.01% | 482 |
|