San Luis Wealth Advisors’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	–	Sell	-1,030	Closed	-$208K	–	141
2025 Q1	$208K	Sell	1,030 -59	-5%	-$11.9K	0.05%	128
2024 Q4	$244K	Buy	1,089 +62	+6%	+$13.9K	0.05%	130
2024 Q3	$267K	Buy	+1,027	New	+$267K	0.06%	124