NFC
Northeast Financial Consultants’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Hold |
3,200
| – | – | 0.02% | 229 |
|
|
2025
Q1 | $411K | Hold |
3,200
| – | – | 0.02% | 212 |
|
|
2024
Q4 | $388K | Hold |
3,200
| – | – | 0.02% | 221 |
|
|
2024
Q3 | $397K | Hold |
3,200
| – | – | 0.02% | 218 |
|
|
2024
Q2 | $340K | Hold |
3,200
| – | – | 0.02% | 221 |
|
|
2024
Q1 | $343K | Hold |
3,200
| – | – | 0.02% | 226 |
|
|
2023
Q4 | $338K | Hold |
3,200
| – | – | 0.02% | 223 |
|
|
2023
Q3 | $313K | Hold |
3,200
| – | – | 0.02% | 222 |
|
|
2023
Q2 | $381K | Hold |
3,200
| – | – | 0.02% | 205 |
|
|
2023
Q1 | $410K | Hold |
3,200
| – | – | 0.03% | 217 |
|
|
2022
Q4 | $378K | Hold |
3,200
| – | – | 0.03% | 219 |
|
|
2022
Q3 | $369K | Hold |
3,200
| – | – | 0.03% | 233 |
|
|
2022
Q2 | $415K | Hold |
3,200
| – | – | 0.03% | 214 |
|
|
2022
Q1 | $441K | Hold |
3,200
| – | – | 0.03% | 245 |
|
|
2021
Q4 | $467K | Hold |
3,200
| – | – | 0.03% | 230 |
|
|
2021
Q3 | $384K | Hold |
3,200
| – | – | 0.03% | 252 |
|
|
2021
Q2 | $385K | Hold |
3,200
| – | – | 0.03% | 249 |
|
|
2021
Q1 | $371K | Hold |
3,200
| – | – | 0.03% | 240 |
|
|
2020
Q4 | $346K | Hold |
3,200
| – | – | 0.03% | 238 |
|
|
2020
Q3 | $270K | Hold |
3,200
| – | – | 0.02% | 241 |
|
|
2020
Q2 | $269K | Hold |
3,200
| – | – | 0.03% | 232 |
|
|
2020
Q1 | $274K | Hold |
3,200
| – | – | 0.03% | 207 |
|
|
2019
Q4 | $307K | Hold |
3,200
| – | – | 0.03% | 233 |
|
|
2019
Q3 | $305K | Hold |
3,200
| – | – | 0.03% | 243 |
|
|
2019
Q2 | $304K | Hold |
3,200
| – | – | 0.03% | 239 |
|
|
2019
Q1 | $292K | Buy |
+3,200
| New | +$292K | 0.03% | 233 |
|
|
2018
Q4 | – | Sell |
-3,600
| Closed | -$302K | – | 166 |
|
|
2018
Q3 | $302K | Hold |
3,600
| – | – | 0.08% | 116 |
|
|
2018
Q2 | $287K | Hold |
3,600
| – | – | 0.09% | 113 |
|
|
2018
Q1 | $253K | Hold |
3,600
| – | – | 0.09% | 124 |
|
|
2017
Q4 | $282K | Buy |
+3,600
| New | +$282K | 0.09% | 118 |
|