Keystone Financial Services (Colorado)’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	$206K	Buy	+638	New	+$206K	0.07%	112
2025 Q1	–	Sell	-916	Closed	-$205K	–	104
2024 Q4	$205K	Buy	916 +18	+2%	+$4.03K	0.08%	98
2024 Q3	$233K	Buy	+898	New	+$233K	0.09%	82