Personal CFO Solutions’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
2,009
-13
| -0.6% | -$1.56K | 0.04% | 401 |
|
|
2025
Q1 | $260K | Sell |
2,022
-160
| -7% | -$20.5K | 0.05% | 353 |
|
|
2024
Q4 | $265K | Sell |
2,182
-38
| -2% | -$4.61K | 0.05% | 362 |
|
|
2024
Q3 | $276K | Buy |
2,220
+31
| +1% | +$3.85K | 0.04% | 450 |
|
|
2024
Q2 | $233K | Sell |
2,189
-102
| -4% | -$10.8K | 0.04% | 454 |
|
|
2024
Q1 | $246K | Buy |
2,291
+46
| +2% | +$4.94K | 0.04% | 451 |
|
|
2023
Q4 | $237K | Buy |
2,245
+14
| +0.6% | +$1.48K | 0.04% | 440 |
|
|
2023
Q3 | $218K | Buy |
2,231
+36
| +2% | +$3.52K | 0.04% | 418 |
|
|
2023
Q2 | $261K | Buy |
2,195
+36
| +2% | +$4.28K | 0.05% | 369 |
|
|
2023
Q1 | $276K | Buy |
2,159
+69
| +3% | +$8.83K | 0.06% | 335 |
|
|
2022
Q4 | $247K | Buy |
2,090
+144
| +7% | +$17K | 0.05% | 359 |
|
|
2022
Q3 | $225K | Sell |
1,946
-36
| -2% | -$4.16K | 0.06% | 333 |
|
|
2022
Q2 | $257K | Sell |
1,982
-19
| -0.9% | -$2.46K | 0.06% | 306 |
|
|
2022
Q1 | $276K | Buy |
2,001
+82
| +4% | +$11.3K | 0.05% | 361 |
|
|
2021
Q4 | $280K | Sell |
1,919
-23
| -1% | -$3.36K | 0.05% | 343 |
|
|
2021
Q3 | $233K | Buy |
1,942
+120
| +7% | +$14.4K | 0.05% | 385 |
|
|
2021
Q2 | $219K | Buy |
1,822
+17
| +0.9% | +$2.04K | 0.04% | 388 |
|
|
2021
Q1 | $210K | Buy |
+1,805
| New | +$210K | 0.05% | 378 |
|