Key Financial Inc’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 | $948K | Hold |
2,938
| – | – | 0.19% | 102 |
|
|
2025
Q1 | $592K | Hold |
2,938
| – | – | 0.13% | 139 |
|
|
2024
Q4 | $657K | Buy |
2,938
+131
| +5% | +$29.3K | 0.15% | 121 |
|
|
2024
Q3 | $730K | Sell |
2,807
-72
| -3% | -$18.7K | 0.16% | 112 |
|
|
2024
Q2 | $577K | Buy |
2,879
+824
| +40% | +$165K | 0.14% | 130 |
|
|
2024
Q1 | $380K | Hold |
2,055
| – | – | 0.1% | 165 |
|
|
2023
Q4 | $240K | Hold |
2,055
| – | – | 0.07% | 197 |
|
|
2023
Q3 | $224K | Hold |
2,055
| – | – | 0.08% | 188 |
|
|
2023
Q2 | $188K | Buy |
2,055
+54
| +3% | +$4.94K | 0.06% | 216 |
|
|
2023
Q1 | $157K | Hold |
2,001
| – | – | 0.06% | 229 |
|
|
2022
Q4 | $166K | Hold |
2,001
| – | – | 0.08% | 180 |
|
|
2022
Q3 | $166K | Buy |
2,001
+34
| +2% | +$2.82K | 0.08% | 182 |
|
|
2022
Q2 | $113K | Sell |
1,967
-35
| -2% | -$2.01K | 0.06% | 219 |
|
|
2022
Q1 | $113K | Buy |
+2,002
| New | +$113K | 0.06% | 231 |
|