Savant Capital’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
$2.12M Sell
17,635
-1,579
-8% -$190K 0.01% 548
2025
Q1
$2.47M Sell
19,214
-1,711
-8% -$220K 0.02% 459
2024
Q4
$2.54M Sell
20,925
-1,492
-7% -$181K 0.02% 383
2024
Q3
$2.78M Sell
22,417
-13,688
-38% -$1.7M 0.02% 333
2024
Q2
$3.83M Buy
+36,105
New +$3.83M 0.04% 234