Quotient Wealth Partners’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
$371K Buy
1,149
+20
+2% +$6.45K 0.01% 232
2025
Q1
$228K Sell
1,129
-41
-4% -$8.27K 0.01% 308
2024
Q4
$262K Buy
1,170
+280
+31% +$62.6K 0.01% 269
2024
Q3
$231K Buy
+890
New +$231K 0.01% 291