Marshall Financial Group (Maryland)’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 | $1.63M | Buy |
5,110
+7
| +0.1% | +$2.23K | 0.32% | 68 |
|
|
2025
Q1 | $1.03M | Sell |
5,103
-182
| -3% | -$36.7K | 0.22% | 106 |
|
|
2024
Q4 | $1.18M | Sell |
5,285
-71
| -1% | -$15.9K | 0.29% | 88 |
|
|
2024
Q3 | $1.39M | Sell |
5,356
-1,007
| -16% | -$262K | 0.33% | 69 |
|
|
2024
Q2 | $1.27M | Sell |
6,363
-101
| -2% | -$20.2K | 0.36% | 74 |
|
|
2024
Q1 | $1.19M | Hold |
6,464
| – | – | 0.34% | 75 |
|
|
2023
Q4 | $756K | Buy |
6,464
+121
| +2% | +$14.1K | 0.24% | 112 |
|
|
2023
Q3 | $692K | Buy |
6,343
+106
| +2% | +$11.6K | 0.25% | 105 |
|
|
2023
Q2 | $571K | Hold |
6,237
| – | – | 0.19% | 119 |
|
|
2023
Q1 | $490K | Hold |
6,237
| – | – | 0.18% | 132 |
|
|
2022
Q4 | $538K | Buy |
6,237
+2,333
| +60% | +$201K | 0.21% | 123 |
|
|
2022
Q3 | $325K | Buy |
3,904
+250
| +7% | +$20.8K | 0.14% | 140 |
|
|
2022
Q2 | $209K | Buy |
+3,654
| New | +$209K | 0.08% | 173 |
|