SHFA
SC&H Financial Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
1,378
-19
| -1% | -$6.13K | 0.08% | 91 |
|
|
2025
Q1 | $282K | Hold |
1,397
| – | – | 0.06% | 120 |
|
|
2024
Q4 | $313K | Sell |
1,397
-110
| -7% | -$24.6K | 0.06% | 114 |
|
|
2024
Q3 | $392K | Sell |
1,507
-14
| -0.9% | -$3.64K | 0.09% | 103 |
|
|
2024
Q2 | $305K | Buy |
1,521
+20
| +1% | +$4.01K | 0.07% | 114 |
|
|
2024
Q1 | $277K | Buy |
+1,501
| New | +$277K | 0.07% | 121 |
|
|
2023
Q1 | – | Sell |
-2,536
| Closed | -$219K | – | 132 |
|
|
2022
Q4 | $219K | Buy |
2,536
+1
| +0% | +$86 | 0.09% | 122 |
|
|
2022
Q3 | $211K | Buy |
+2,535
| New | +$211K | 0.11% | 123 |
|