Advisornet Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.1M | Buy |
25,278
+632
| +3% | +$27.4K | 0.07% | 230 |
|
2025
Q1 | $1.14M | Buy |
24,646
+563
| +2% | +$25.9K | 0.08% | 223 |
|
2024
Q4 | $906K | Buy |
24,083
+471
| +2% | +$17.7K | 0.08% | 223 |
|
2024
Q3 | $957K | Buy |
23,612
+66
| +0.3% | +$2.68K | 0.07% | 231 |
|
2024
Q2 | $815K | Sell |
23,546
-412
| -2% | -$14.3K | 0.07% | 231 |
|
2024
Q1 | $900K | Sell |
23,958
-443
| -2% | -$16.6K | 0.09% | 219 |
|
2023
Q4 | $876K | Sell |
24,401
-1,185
| -5% | -$42.5K | 0.08% | 233 |
|
2023
Q3 | $967K | Sell |
25,586
-2,588
| -9% | -$97.8K | 0.09% | 214 |
|
2023
Q2 | $1.15M | Sell |
28,174
-88
| -0.3% | -$3.59K | 0.1% | 197 |
|
2023
Q1 | $1.18M | Buy |
28,262
+346
| +1% | +$14.5K | 0.11% | 193 |
|
2022
Q4 | $1.21M | Sell |
27,916
-439
| -2% | -$19K | 0.12% | 182 |
|
2022
Q3 | $1.06M | Sell |
28,355
-2,514
| -8% | -$94.2K | 0.11% | 195 |
|
2022
Q2 | $1.4M | Sell |
30,869
-204
| -0.7% | -$9.25K | 0.14% | 170 |
|
2022
Q1 | $1.48M | Sell |
31,073
-12,350
| -28% | -$588K | 0.09% | 193 |
|
2021
Q4 | $1.79M | Buy |
43,423
+271
| +0.6% | +$11.2K | 0.11% | 175 |
|
2021
Q3 | $1.49M | Buy |
43,152
+8,743
| +25% | +$301K | 0.1% | 177 |
|
2021
Q2 | $1.09M | Buy |
34,409
+5,531
| +19% | +$175K | 0.07% | 237 |
|
2021
Q1 | $901K | Buy |
28,878
+5,542
| +24% | +$173K | 0.06% | 257 |
|
2020
Q4 | $703K | Buy |
23,336
+1,825
| +8% | +$55K | 0.06% | 282 |
|
2020
Q3 | $549K | Buy |
21,511
+1,422
| +7% | +$36.3K | 0.05% | 326 |
|
2020
Q2 | $520K | Buy |
20,089
+59
| +0.3% | +$1.53K | 0.04% | 328 |
|
2020
Q1 | $526K | Sell |
20,030
-514
| -3% | -$13.5K | 0.05% | 293 |
|
2019
Q4 | $668K | Sell |
20,544
-5,644
| -22% | -$184K | 0.06% | 291 |
|
2019
Q3 | $902K | Buy |
26,188
+6,723
| +35% | +$232K | 0.08% | 228 |
|
2019
Q2 | $666K | Buy |
19,465
+8,437
| +77% | +$289K | 0.07% | 264 |
|
2019
Q1 | $394K | Sell |
11,028
-421
| -4% | -$15K | 0.05% | 313 |
|
2018
Q4 | $368K | Sell |
11,449
-496
| -4% | -$15.9K | 0.05% | 294 |
|
2018
Q3 | $372K | Buy |
11,945
+353
| +3% | +$11K | 0.05% | 311 |
|
2018
Q2 | $352K | Sell |
11,592
-2,115
| -15% | -$64.2K | 0.05% | 294 |
|
2018
Q1 | $381K | Sell |
13,707
-28
| -0.2% | -$778 | 0.05% | 271 |
|
2017
Q4 | $386K | Buy |
+13,735
| New | +$386K | 0.06% | 238 |
|