Tyler-Stone Wealth Management’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 | $1.05M | Buy |
3,260
+1,156
| +55% | +$373K | 0.17% | 114 |
|
|
2025
Q1 | $424K | Sell |
2,104
-400
| -16% | -$80.7K | 0.08% | 205 |
|
|
2024
Q4 | $560K | Hold |
2,504
| – | – | 0.1% | 177 |
|
|
2024
Q3 | $651K | Buy |
2,504
+952
| +61% | +$248K | 0.12% | 152 |
|
|
2024
Q2 | $311K | Sell |
1,552
-83
| -5% | -$16.6K | 0.13% | 138 |
|
|
2024
Q1 | $302K | Hold |
1,635
| – | – | 0.13% | 144 |
|
|
2023
Q4 | $191K | Hold |
1,635
| – | – | 0.1% | 178 |
|
|
2023
Q3 | $178K | Hold |
1,635
| – | – | 0.1% | 170 |
|
|
2023
Q2 | $150K | Buy |
+1,635
| New | +$150K | 0.08% | 195 |
|
|
2022
Q4 | $141K | Hold |
1,635
| – | – | 0.1% | 192 |
|
|
2022
Q3 | $136K | Hold |
1,635
| – | – | 0.1% | 176 |
|
|
2022
Q2 | $94K | Buy |
+1,635
| New | +$94K | 0.06% | 245 |
|