Valued Wealth Advisors’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 | $4.2K | Sell |
13
-7
| -35% | -$2.26K | ﹤0.01% | 302 |
|
|
2025
Q1 | $4.04K | Hold |
20
| – | – | ﹤0.01% | 333 |
|
|
2024
Q4 | $4.48K | Buy |
20
+4
| +25% | +$895 | ﹤0.01% | 314 |
|
|
2024
Q3 | $4.16K | Sell |
16
-1
| -6% | -$260 | ﹤0.01% | 304 |
|
|
2024
Q2 | $3.41K | Buy |
17
+7
| +70% | +$1.4K | ﹤0.01% | 309 |
|
|
2024
Q1 | $1.85K | Sell |
10
-1
| -9% | -$185 | ﹤0.01% | 368 |
|
|
2023
Q4 | $1.2K | Buy |
+11
| New | +$1.2K | ﹤0.01% | 367 |
|