LRI Investments’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 | $118K | Buy |
367
+61
| +20% | +$19.7K | 0.01% | 398 |
|
|
2025
Q1 | $61.6K | Sell |
306
-190
| -38% | -$38.3K | 0.01% | 507 |
|
|
2024
Q4 | $111K | Buy |
496
+41
| +9% | +$9.18K | 0.01% | 396 |
|
|
2024
Q3 | $102K | Sell |
455
-520
| -53% | -$117K | 0.01% | 401 |
|
|
2024
Q2 | $195K | Buy |
975
+812
| +498% | +$163K | 0.02% | 255 |
|
|
2024
Q1 | $30.1K | Buy |
+163
| New | +$30.1K | 0.01% | 325 |
|