Symphony Financial’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 | $601K | Buy |
+3,246
| New | +$601K | 0.08% | 139 |
|
|
2025
Q1 | – | Sell |
-1,782
| Closed | -$577K | – | 119 |
|
|
2024
Q4 | $577K | Sell |
1,782
-205
| -10% | -$66.4K | 0.09% | 130 |
|
|
2024
Q3 | $511K | Sell |
1,987
-344
| -15% | -$88.4K | 0.08% | 140 |
|
|
2024
Q2 | $477K | Sell |
2,331
-94
| -4% | -$19.3K | 0.09% | 137 |
|
|
2024
Q1 | $448K | Buy |
2,425
+12
| +0.5% | +$2.22K | 0.1% | 120 |
|
|
2023
Q4 | $270K | Sell |
2,413
-160
| -6% | -$17.9K | 0.06% | 172 |
|
|
2023
Q3 | $269K | Sell |
2,573
-132
| -5% | -$13.8K | 0.07% | 136 |
|
|
2023
Q2 | $246K | Buy |
+2,705
| New | +$246K | 0.06% | 167 |
|