Kingswood Wealth Advisors’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	$842K	Sell	2,608 -622	-19%	-$201K	0.07%	297
2025 Q1	$651K	Buy	3,230 +601	+23%	+$121K	0.06%	336
2024 Q4	$588K	Sell	2,629 -1,160	-31%	-$260K	0.04%	396
2024 Q3	$985K	Buy	3,789 +616	+19%	+$160K	0.07%	297
2024 Q2	$635K	Buy	+3,173	New	+$635K	0.06%	322