SOA Wealth Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
316
+1
| +0.3% | +$322 | 0.02% | 279 |
|
|
2025
Q1 | $63.6K | Hold |
315
| – | – | 0.01% | 307 |
|
|
2024
Q4 | $70.5K | Buy |
315
+57
| +22% | +$12.8K | 0.01% | 288 |
|
|
2024
Q3 | $67.1K | Hold |
258
| – | – | 0.01% | 281 |
|
|
2024
Q2 | $51.6K | Sell |
258
-55
| -18% | -$11K | 0.01% | 300 |
|
|
2024
Q1 | $57.8K | Sell |
313
-1
| -0.3% | -$185 | 0.01% | 287 |
|
|
2023
Q4 | $36.7K | Buy |
314
+1
| +0.3% | +$117 | 0.01% | 334 |
|
|
2023
Q3 | $34.2K | Sell |
313
-349
| -53% | -$38.1K | 0.01% | 336 |
|
|
2023
Q2 | $60.6K | Buy |
662
+2
| +0.3% | +$183 | 0.01% | 275 |
|
|
2023
Q1 | $51.8K | Sell |
660
-164
| -20% | -$12.9K | 0.01% | 280 |
|
|
2022
Q4 | $71K | Buy |
824
+514
| +166% | +$44.3K | 0.02% | 244 |
|
|
2022
Q3 | $25K | Hold |
310
| – | – | 0.01% | 351 |
|
|
2022
Q2 | $17K | Buy |
+310
| New | +$17K | 0.01% | 409 |
|