Spirit of America Management Corp’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 | $4.53M | Buy |
14,050
+1,200
| +9% | +$387K | 0.95% | 30 |
|
|
2025
Q1 | $2.59M | Buy |
12,850
+3,550
| +38% | +$716K | 0.52% | 52 |
|
|
2024
Q4 | $2.08M | Buy |
9,300
+1,700
| +22% | +$380K | 0.42% | 60 |
|
|
2024
Q3 | $1.98M | Buy |
7,600
+1,750
| +30% | +$455K | 0.39% | 65 |
|
|
2024
Q2 | $1.17M | Buy |
5,850
+1,800
| +44% | +$360K | 0.24% | 93 |
|
|
2024
Q1 | $749K | Buy |
4,050
+150
| +4% | +$27.7K | 0.15% | 123 |
|
|
2023
Q4 | $456K | Hold |
3,900
| – | – | 0.1% | 164 |
|
|
2023
Q3 | $425K | Hold |
3,900
| – | – | 0.1% | 151 |
|
|
2023
Q2 | $357K | Buy |
3,900
+2,400
| +160% | +$220K | 0.08% | 164 |
|
|
2023
Q1 | $118K | Buy |
+1,500
| New | +$118K | 0.03% | 205 |
|