SOA Wealth 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
2025
Q3
$104K Hold
2025
Q2
$102K Buy
2025
Q1
$63.6K Hold
2024
Q4
$70.5K Buy
2024
Q3
$67.1K Hold
2024
Q2
$51.6K Sell
2024
Q1
$57.8K Sell
2023
Q4
$36.7K Buy
2023
Q3
$34.2K Sell
2023
Q2
$60.6K Buy
2023
Q1
$51.8K Sell
2022
Q4
$71K Buy
2022
Q3
$25K Hold
2022
Q2
$17K Buy