Allegheny Financial Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $299K | Buy |
6,107
+10
| +0.2% | +$465 | 0.04% | 212 |
|
|
2025
Q4 | $266K | Sell |
6,097
-626
| -9% | -$28.6K | 0.04% | 220 |
|
|
2025
Q3 | $303K | Sell |
6,723
-1,345
| -17% | -$59.1K | 0.06% | 194 |
|
|
2025
Q2 | $350K | Buy |
8,068
+186
| +2% | +$8.28K | 0.08% | 168 |
|
|
2025
Q1 | $363K | Sell |
7,882
-4,293
| -35% | -$179K | 0.09% | 159 |
|
|
2024
Q4 | $458K | Buy |
12,175
+4
| +0% | +$155 | 0.12% | 133 |
|
|
2024
Q3 | $494K | Buy |
12,171
+487
| +4% | +$18.3K | 0.12% | 142 |
|
|
2024
Q2 | $404K | Buy |
11,684
+918
| +9% | +$33.9K | 0.12% | 148 |
|
|
2024
Q1 | $404K | Sell |
10,766
-762
| -7% | -$27.2K | 0.12% | 136 |
|
|
2023
Q4 | $414K | Hold |
11,528
| – | – | 0.13% | 132 |
|
|
2023
Q3 | $436K | Buy |
11,528
+2,958
| +35% | +$121K | 0.16% | 114 |
|
|
2023
Q2 | $349K | Sell |
8,570
-859
| -9% | -$35.5K | 0.17% | 115 |
|
|
2023
Q1 | $395K | Sell |
9,429
-1,074
| -10% | -$44.8K | 0.16% | 115 |
|
|
2022
Q4 | $454K | Sell |
10,503
-536
| -5% | -$21.2K | 0.19% | 104 |
|
|
2022
Q3 | $413K | Sell |
11,039
-1,353
| -11% | -$59.8K | 0.19% | 95 |
|
|
2022
Q2 | $562K | Buy |
12,392
+117
| +1% | +$5.5K | 0.26% | 76 |
|
|
2022
Q1 | $585K | Sell |
12,275
-5,180
| -30% | -$219K | 0.25% | 71 |
|
|
2021
Q4 | $719K | Buy |
17,455
+6,336
| +57% | +$239K | 0.29% | 67 |
|
|
2021
Q3 | $383K | Hold |
11,119
| – | – | 0.18% | 86 |
|
|
2021
Q2 | $351K | Hold |
11,119
| – | – | 0.16% | 94 |
|
|
2021
Q1 | $347K | Hold |
11,119
| – | – | 0.25% | 64 |
|
|
2020
Q4 | $335K | Buy |
+11,119
| New | +$328K | 0.18% | 84 |
|
Other funds holding EXC
VCM
VPM
