Symphony Financial’s Constellation Energy CEG Stock Holding History

Symphony Financial’s Portfolio CEG Stock Details CEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$674K	Sell
2025 Q2	$601K	Buy
2025 Q1	–	Sell
2024 Q4	$577K	Sell
2024 Q3	$511K	Sell
2024 Q2	$477K	Sell
2024 Q1	$448K	Buy
2023 Q4	$270K	Sell
2023 Q3	$269K	Sell
2023 Q2	$246K	Buy