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 |
|