Widmann Financial Services’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 | $304K | Buy |
+941
| New | +$304K | 0.21% | 88 |
|
|
2025
Q1 | – | Sell |
-920
| Closed | -$206K | – | 105 |
|
|
2024
Q4 | $206K | Hold |
920
| – | – | 0.16% | 94 |
|
|
2024
Q3 | $239K | Sell |
920
-13
| -1% | -$3.38K | 0.18% | 91 |
|
|
2024
Q2 | $187K | Buy |
+933
| New | +$187K | 0.15% | 97 |
|
|
2022
Q4 | – | Sell |
-7,591
| Closed | -$632K | – | 82 |
|
|
2022
Q3 | $632K | Sell |
7,591
-4
| -0.1% | -$333 | 0.7% | 49 |
|
|
2022
Q2 | $434K | Buy |
+7,595
| New | +$434K | 0.45% | 56 |
|