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Optimize Financial’s Constellation Energy CEG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$370K Sell
1,147
-8
-0.7% -$2.58K 0.23% 132
2025
Q1
$233K Buy
+1,155
New +$233K 0.17% 160