Souders 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 | $677K | Buy |
2,096
+382
| +22% | +$123K | 0.09% | 113 |
|
|
2025
Q1 | $346K | Buy |
1,714
+327
| +24% | +$65.9K | 0.05% | 146 |
|
|
2024
Q4 | $310K | Buy |
1,387
+178
| +15% | +$39.8K | 0.04% | 149 |
|
|
2024
Q3 | $314K | Buy |
+1,209
| New | +$314K | 0.04% | 141 |
|
|
2022
Q2 | – | Sell |
-18,106
| Closed | -$1.02M | – | 138 |
|
|
2022
Q1 | $1.02M | Buy |
+18,106
| New | +$1.02M | 0.29% | 70 |
|