OneDigital Investment Advisors’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$989K Sell
2025
Q2
$981K Buy
2025
Q1
$590K Buy
2024
Q4
$551K Sell
2024
Q3
$671K Sell
2024
Q2
$530K Buy
2024
Q1
$303K Buy