Planning Directions’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 | $488K | Hold |
1,511
| – | – | 0.27% | 44 |
|
|
2025
Q1 | $305K | Buy |
1,511
+38
| +3% | +$7.66K | 0.13% | 97 |
|
|
2024
Q4 | $330K | Hold |
1,473
| – | – | 0.19% | 58 |
|
|
2024
Q3 | $383K | Hold |
1,473
| – | – | 0.23% | 52 |
|
|
2024
Q2 | $295K | Buy |
1,473
+39
| +3% | +$7.81K | 0.2% | 63 |
|
|
2024
Q1 | $265K | Buy |
+1,434
| New | +$265K | 0.18% | 64 |
|