JFS 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 | $655K | Sell |
2,028
-70
| -3% | -$22.6K | 0.04% | 184 |
|
|
2025
Q1 | $423K | Buy |
2,098
+81
| +4% | +$16.3K | 0.03% | 213 |
|
|
2024
Q4 | $451K | Sell |
2,017
-10
| -0.5% | -$2.24K | 0.03% | 209 |
|
|
2024
Q3 | $527K | Buy |
2,027
+69
| +4% | +$17.9K | 0.04% | 194 |
|
|
2024
Q2 | $392K | Sell |
1,958
-1
| -0.1% | -$200 | 0.03% | 167 |
|
|
2024
Q1 | $362K | Sell |
1,959
-9
| -0.5% | -$1.66K | 0.03% | 183 |
|
|
2023
Q4 | $230K | Buy |
1,968
+17
| +0.9% | +$1.99K | 0.02% | 219 |
|
|
2023
Q3 | $213K | Buy |
1,951
+25
| +1% | +$2.73K | 0.02% | 217 |
|
|
2023
Q2 | $176K | Buy |
1,926
+1
| +0.1% | +$92 | 0.02% | 230 |
|
|
2023
Q1 | $151K | Buy |
1,925
+43
| +2% | +$3.38K | 0.01% | 242 |
|
|
2022
Q4 | $162K | Buy |
1,882
+7
| +0.4% | +$603 | 0.02% | 232 |
|
|
2022
Q3 | $156K | Buy |
1,875
+61
| +3% | +$5.08K | 0.02% | 242 |
|
|
2022
Q2 | $104K | Hold |
1,814
| – | – | 0.01% | 277 |
|
|
2022
Q1 | $102K | Buy |
+1,814
| New | +$102K | 0.01% | 299 |
|