Lido 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
$4.97M Sell
15,387
-5,894
-28% -$1.9M 0.02% 353
2025
Q1
$4.29M Sell
21,281
-418
-2% -$84.3K 0.02% 359
2024
Q4
$4.85M Sell
21,699
-27,406
-56% -$6.13M 0.02% 310
2024
Q3
$12.8M Buy
49,105
+1,353
+3% +$352K 0.06% 160
2024
Q2
$9.56M Buy
47,752
+42,033
+735% +$8.42M 0.05% 174
2024
Q1
$1.06M Buy
5,719
+743
+15% +$137K 0.01% 584
2023
Q4
$582K Sell
4,976
-49,064
-91% -$5.74M ﹤0.01% 722
2023
Q3
$5.89M Buy
54,040
+51,182
+1,791% +$5.58M 0.04% 194
2023
Q2
$262K Buy
+2,858
New +$262K ﹤0.01% 894