Pacific Capital Wealth 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
Q1 | – | Sell |
-280
| Closed | -$62.6K | – | 135 |
|
|
2024
Q4 | $62.6K | Hold |
280
| – | – | 0.01% | 133 |
|
|
2024
Q3 | $72.8K | Hold |
280
| – | – | 0.01% | 130 |
|
|
2024
Q2 | $56.1K | Buy |
280
+75
| +37% | +$15K | 0.01% | 144 |
|
|
2024
Q1 | $37.9K | Hold |
205
| – | – | 0.01% | 153 |
|
|
2023
Q4 | $24K | Buy |
+205
| New | +$24K | 0.01% | 183 |
|