RIA Advisory Group’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 | $351K | Hold |
1,087
| – | – | 0.1% | 87 |
|
|
2025
Q1 | $219K | Hold |
1,087
| – | – | 0.07% | 128 |
|
|
2024
Q4 | $243K | Sell |
1,087
-257
| -19% | -$57.5K | 0.08% | 123 |
|
|
2024
Q3 | $350K | Buy |
+1,344
| New | +$350K | 0.12% | 88 |
|
|
2024
Q1 | $428K | Buy |
+2,316
| New | +$428K | 0.17% | 75 |
|
|
2023
Q1 | – | Sell |
-6,996
| Closed | -$591K | – | 124 |
|
|
2022
Q4 | $591K | Buy |
+6,996
| New | +$591K | 0.34% | 47 |
|