Sequoia Financial Advisors’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
9,656
+1,066
| +12% | +$344K | 0.02% | 372 |
|
|
2025
Q1 | $1.73M | Sell |
8,590
-333
| -4% | -$67.1K | 0.01% | 469 |
|
|
2024
Q4 | $2M | Buy |
8,923
+801
| +10% | +$179K | 0.02% | 404 |
|
|
2024
Q3 | $2.11M | Sell |
8,122
-908
| -10% | -$236K | 0.02% | 366 |
|
|
2024
Q2 | $1.81M | Buy |
9,030
+2,399
| +36% | +$480K | 0.02% | 350 |
|
|
2024
Q1 | $1.23M | Sell |
6,631
-1,209
| -15% | -$223K | 0.02% | 429 |
|
|
2023
Q4 | $916K | Buy |
7,840
+3,648
| +87% | +$426K | 0.01% | 546 |
|
|
2023
Q3 | $457K | Buy |
4,192
+206
| +5% | +$22.5K | 0.01% | 542 |
|
|
2023
Q2 | $365K | Buy |
3,986
+483
| +14% | +$44.2K | 0.01% | 623 |
|
|
2023
Q1 | $275K | Sell |
3,503
-136
| -4% | -$10.7K | 0.01% | 658 |
|
|
2022
Q4 | $314K | Buy |
+3,639
| New | +$314K | 0.01% | 569 |
|