Investment Advisory 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 | $1.21M | Sell |
3,737
-1
| -0% | -$323 | 0.4% | 50 |
|
|
2025
Q1 | $754K | Hold |
3,738
| – | – | 0.27% | 60 |
|
|
2024
Q4 | $836K | Hold |
3,738
| – | – | 0.29% | 56 |
|
|
2024
Q3 | $972K | Hold |
3,738
| – | – | 0.34% | 54 |
|
|
2024
Q2 | $749K | Sell |
3,738
-6
| -0.2% | -$1.2K | 0.27% | 61 |
|
|
2024
Q1 | $692K | Buy |
3,744
+1
| +0% | +$185 | 0.25% | 69 |
|
|
2023
Q4 | $438K | Sell |
3,743
-558
| -13% | -$65.2K | 0.17% | 82 |
|
|
2023
Q3 | $469K | Hold |
4,301
| – | – | 0.2% | 76 |
|
|
2023
Q2 | $394K | Hold |
4,301
| – | – | 0.17% | 85 |
|
|
2023
Q1 | $338K | Hold |
4,301
| – | – | 0.17% | 84 |
|
|
2022
Q4 | $371K | Buy |
4,301
+11
| +0.3% | +$948 | 0.19% | 83 |
|
|
2022
Q3 | $357K | Sell |
4,290
-674
| -14% | -$56.1K | 0.21% | 78 |
|
|
2022
Q2 | $284K | Hold |
4,964
| – | – | 0.16% | 85 |
|
|
2022
Q1 | $279K | Buy |
+4,964
| New | +$279K | 0.16% | 87 |
|