OneDigital Investment 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 | $981K | Buy |
3,040
+114
| +4% | +$36.8K | 0.01% | 641 |
|
|
2025
Q1 | $590K | Buy |
2,926
+461
| +19% | +$93K | 0.01% | 801 |
|
|
2024
Q4 | $551K | Sell |
2,465
-117
| -5% | -$26.2K | 0.01% | 850 |
|
|
2024
Q3 | $671K | Sell |
2,582
-64
| -2% | -$16.6K | 0.01% | 815 |
|
|
2024
Q2 | $530K | Buy |
2,646
+1,007
| +61% | +$202K | 0.01% | 879 |
|
|
2024
Q1 | $303K | Buy |
+1,639
| New | +$303K | ﹤0.01% | 909 |
|