Steward Partners Investment Advisory’s Chesapeake Utilities CPK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$22.1K	Sell	184 -227	-55%	-$27.3K	﹤0.01%	2878
2025 Q1	$52.8K	Buy	411 +147	+56%	+$18.9K	﹤0.01%	2353
2024 Q4	$32K	Sell	264 -303	-53%	-$36.8K	﹤0.01%	2560
2024 Q3	$70.4K	Buy	567 +502	+772%	+$62.3K	﹤0.01%	2054
2024 Q2	$6.9K	Buy	+65	New	+$6.9K	﹤0.01%	2941