Journey Strategic Wealth’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
$730K Buy
2,262
+858
+61% +$277K 0.02% 213
2025
Q1
$283K Buy
1,404
+131
+10% +$26.4K 0.01% 351
2024
Q4
$285K Sell
1,273
-397
-24% -$88.8K 0.01% 344
2024
Q3
$434K Buy
+1,670
New +$434K 0.02% 245