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Kapstone Financial Advisors’s Constellation Energy CEG Stock Holding History

Kapstone Financial Advisors’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,238
Closed -$1.53M – 114
2024
Q4 		$1.53M Buy
+5,238
New +$1.53M 0.82% 23