Oxford Financial Group’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	$294K	Sell	911 -153	-14%	-$49.4K	0.02%	173
2025 Q1	$215K	Buy	1,064 +115	+12%	+$23.2K	0.02%	203
2024 Q4	$212K	Buy	949 +115	+14%	+$25.7K	0.01%	239
2024 Q3	$217K	Buy	+834	New	+$217K	0.01%	231