Sequoia Financial Advisors’s Constellation Energy CEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.92M	Buy	14,049 +1,661	+13%	+$505K	0.02%	379
2025 Q4	$4.38M	Buy	12,388 +2,673	+28%	+$971K	0.02%	350
2025 Q3	$3.2M	Buy	9,715 +59	+0.6%	+$19K	0.02%	399
2025 Q2	$3.12M	Buy	9,656 +1,066	+12%	+$282K	0.02%	374
2025 Q1	$1.73M	Sell	8,590 -333	-4%	-$89.3K	0.01%	471
2024 Q4	$2M	Buy	8,923 +801	+10%	+$200K	0.02%	406
2024 Q3	$2.11M	Sell	8,122 -908	-10%	-$180K	0.02%	366
2024 Q2	$1.81M	Buy	9,030 +2,399	+36%	+$489K	0.02%	352
2024 Q1	$1.23M	Sell	6,631 -1,209	-15%	-$172K	0.02%	431
2023 Q4	$916K	Buy	7,840 +3,648	+87%	+$426K	0.01%	546
2023 Q3	$457K	Buy	4,192 +206	+5%	+$21.2K	0.01%	544
2023 Q2	$365K	Buy	3,986 +483	+14%	+$40K	0.01%	625
2023 Q1	$275K	Sell	3,503 -136	-4%	-$11K	0.01%	661
2022 Q4	$314K	Buy	+3,639	New	+$327K	0.01%	569