SkyOak Wealth’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	$246K	Sell	761 -500	-40%	-$161K	0.05%	205
2025 Q1	$254K	Sell	1,261 -354	-22%	-$71.4K	0.06%	191
2024 Q4	$361K	Buy	+1,615	New	+$361K	0.08%	148