Schechter Investment Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $441K | Sell |
2,188
-666
| -23% | -$134K | 0.04% | 399 |
|
|
2024
Q4 | $639K | Sell |
2,854
-233
| -8% | -$52.1K | 0.05% | 335 |
|
|
2024
Q3 | $803K | Buy |
3,087
+19
| +0.6% | +$4.94K | 0.06% | 294 |
|
|
2024
Q2 | $614K | Hold |
3,068
| – | – | 0.05% | 332 |
|
|
2024
Q1 | $567K | Buy |
3,068
+100
| +3% | +$18.5K | 0.04% | 353 |
|
|
2023
Q4 | $347K | Sell |
2,968
-153
| -5% | -$17.9K | 0.03% | 429 |
|
|
2023
Q3 | $340K | Buy |
3,121
+96
| +3% | +$10.5K | 0.03% | 420 |
|
|
2023
Q2 | $277K | Buy |
+3,025
| New | +$277K | 0.02% | 503 |
|
|
2023
Q1 | – | Sell |
-2,614
| Closed | -$225K | – | 707 |
|
|
2022
Q4 | $225K | Buy |
+2,614
| New | +$225K | 0.02% | 715 |
|