LGT Financial Advisors’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25
| Closed | -$3.03K | – | 393 |
|
|
2024
Q4 | $3.03K | Hold |
25
| – | – | 0.01% | 635 |
|
|
2024
Q3 | $3.1K | Hold |
25
| – | – | 0.01% | 619 |
|
|
2024
Q2 | $2.66K | Hold |
25
| – | – | 0.01% | 706 |
|
|
2024
Q1 | $2.68K | Hold |
25
| – | – | ﹤0.01% | 729 |
|
|
2023
Q4 | $2.64K | Buy |
+25
| New | +$2.64K | ﹤0.01% | 763 |
|