Optimum 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 | $66.8K | Hold |
207
| – | – | 0.03% | 303 |
|
|
2025
Q1 | $41.7K | Hold |
207
| – | – | 0.02% | 360 |
|
|
2024
Q4 | $46.3K | Hold |
207
| – | – | 0.02% | 349 |
|
|
2024
Q3 | $53.8K | Hold |
207
| – | – | 0.02% | 348 |
|
|
2024
Q2 | $41.5K | Hold |
207
| – | – | 0.02% | 374 |
|
|
2024
Q1 | $38.3K | Hold |
207
| – | – | 0.02% | 391 |
|
|
2023
Q4 | $24.2K | Hold |
207
| – | – | 0.01% | 422 |
|
|
2023
Q3 | $22.6K | Hold |
207
| – | – | 0.01% | 451 |
|
|
2023
Q2 | $19K | Hold |
207
| – | – | 0.01% | 480 |
|
|
2023
Q1 | $16.3K | Sell |
207
-8
| -4% | -$628 | 0.01% | 504 |
|
|
2022
Q4 | $18.5K | Hold |
215
| – | – | 0.01% | 499 |
|
|
2022
Q3 | $18K | Sell |
215
-58
| -21% | -$4.86K | 0.01% | 507 |
|
|
2022
Q2 | $16K | Buy |
+273
| New | +$16K | 0.01% | 538 |
|