Legacy Wealth Management (Mississippi)’s Chesapeake Utilities CPK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.6M Sell
2024
Q4
$2.1M Sell
2024
Q3
$2.35M Sell
2024
Q2
$2.01M Sell
2024
Q1
$2.05M Sell
2023
Q4
$2.1M Buy
2023
Q3
$1.81M Buy