Principal Securities’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.6K | Buy |
346
+6
| +2% | +$721 | ﹤0.01% | 1971 |
|
|
2025
Q1 | $41.3K | Hold |
340
| – | – | ﹤0.01% | 1836 |
|
|
2024
Q4 | $41.3K | Buy |
340
+13
| +4% | +$1.58K | ﹤0.01% | 1833 |
|
|
2024
Q3 | $40.6K | Buy |
327
+14
| +4% | +$1.74K | ﹤0.01% | 1784 |
|
|
2024
Q2 | $33.2K | Buy |
313
+16
| +5% | +$1.7K | ﹤0.01% | 1817 |
|
|
2024
Q1 | $31.9K | Sell |
297
-89
| -23% | -$9.55K | ﹤0.01% | 1766 |
|
|
2023
Q4 | $40.8K | Buy |
+386
| New | +$40.8K | ﹤0.01% | 1578 |
|