Larson Financial Group’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53K | Sell |
21
-29
| -58% | -$3.49K | ﹤0.01% | 2316 |
|
|
2025
Q1 | $6.42K | Buy |
50
+45
| +900% | +$5.78K | ﹤0.01% | 1793 |
|
|
2024
Q4 | $607 | Hold |
5
| – | – | ﹤0.01% | 2140 |
|
|
2024
Q3 | $621 | Hold |
5
| – | – | ﹤0.01% | 2064 |
|
|
2024
Q2 | $531 | Buy |
+5
| New | +$531 | ﹤0.01% | 1817 |
|
|
2024
Q1 | – | Sell |
-600
| Closed | -$63.4K | – | 1806 |
|
|
2023
Q4 | $63.4K | Hold |
600
| – | – | 0.01% | 587 |
|
|
2023
Q3 | $58.7K | Buy |
+600
| New | +$58.7K | 0.01% | 572 |
|