LFA
Legacy Financial Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
+1,060
| New | +$342K | 0.05% | 252 |
|
|
2025
Q1 | – | Sell |
-1,009
| Closed | -$226K | – | 366 |
|
|
2024
Q4 | $226K | Buy |
1,009
+16
| +2% | +$3.58K | 0.04% | 311 |
|
|
2024
Q3 | $258K | Sell |
993
-50
| -5% | -$13K | 0.04% | 299 |
|
|
2024
Q2 | $209K | Buy |
+1,043
| New | +$209K | 0.04% | 316 |
|