McClarren Financial 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 | $220K | Buy |
683
+2
| +0.3% | +$645 | 0.14% | 69 |
|
|
2025
Q1 | $137K | Buy |
681
+1
| +0.1% | +$201 | 0.09% | 86 |
|
|
2024
Q4 | $152K | Buy |
680
+1
| +0.1% | +$224 | 0.43% | 40 |
|
|
2024
Q3 | $176 | Buy |
679
+479
| +240% | +$124 | 0.02% | 78 |
|
|
2024
Q2 | $135K | Sell |
200
-478
| -71% | -$323K | 0.09% | 89 |
|
|
2024
Q1 | $126K | Buy |
678
+2
| +0.3% | +$372 | 0.09% | 93 |
|
|
2023
Q4 | $79K | Buy |
676
+2
| +0.3% | +$234 | 0.06% | 124 |
|
|
2023
Q3 | $73K | Hold |
674
| – | – | 0.06% | 122 |
|
|
2023
Q2 | $61K | Buy |
674
+2
| +0.3% | +$181 | 0.05% | 135 |
|
|
2023
Q1 | $52K | Buy |
672
+3
| +0.4% | +$232 | 0.05% | 139 |
|
|
2022
Q4 | $57K | Buy |
669
+1
| +0.1% | +$85 | 0.05% | 134 |
|
|
2022
Q3 | $55K | Buy |
+668
| New | +$55K | 0.05% | 120 |
|