Keudell/Morrison Wealth 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 Q4	–	Sell	-887	Closed	-$231K	–	222
2024 Q3	$231K	Buy	+887	New	+$231K	0.06%	191
2024 Q2	–	Sell	-1,173	Closed	-$217K	–	208
2024 Q1	$217K	Buy	+1,173	New	+$217K	0.07%	191