Personal CFO Solutions’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $271K | Hold |
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|
2025
Q2 | $242K | Sell |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $247K | Buy |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $233K | Buy |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $210K | Buy |
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