SFG Wealth Management’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 | – | Sell |
-2,893
| Closed | -$583K | – | 89 |
|
|
2025
Q1 | $583K | Buy |
2,893
+500
| +21% | +$101K | 0.28% | 67 |
|
|
2024
Q4 | $535K | Buy |
2,393
+870
| +57% | +$195K | 0.28% | 52 |
|
|
2024
Q3 | $396K | Hold |
1,523
| – | – | 0.21% | 66 |
|
|
2024
Q2 | $305K | Buy |
1,523
+50
| +3% | +$10K | 0.17% | 76 |
|
|
2024
Q1 | $272K | Buy |
+1,473
| New | +$272K | 0.16% | 81 |
|