SC&H Financial Advisors’s Constellation Energy CEG Stock Holding History

SC&H Financial Advisors’s Portfolio CEG Stock Details CEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$445K	Sell
2025 Q1	$282K	Hold
2024 Q4	$313K	Sell
2024 Q3	$392K	Sell
2024 Q2	$305K	Buy
2024 Q1	$277K	Buy
2023 Q1	–	Sell
2022 Q4	$219K	Buy
2022 Q3	$211K	Buy