Loring Wolcott & Coolidge Fiduciary Advisors’s Constellation Energy CEG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CEG Stock Details CEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$187K	Sell
2025 Q2	$190K	Sell
2025 Q1	$196K	Sell
2024 Q4	$263K	Sell
2024 Q3	$267K	Buy
2024 Q2	$131K	Buy
2024 Q1	$73.3K	Hold
2023 Q4	$48.8K	Hold
2023 Q3	$46.9K	Hold
2023 Q2	$36.6K	Buy