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
2025
Q3
$303K Sell
2025
Q2
$350K Buy
2025
Q1
$363K Sell
2024
Q4
$458K Buy
2024
Q3
$494K Buy
2024
Q2
$404K Buy
2024
Q1
$404K Sell
2023
Q4
$414K Hold
2023
Q3
$436K Buy
2023
Q2
$349K Sell
2023
Q1
$395K Sell
2022
Q4
$454K Sell
2022
Q3
$413K Sell
2022
Q2
$562K Buy
2022
Q1
$585K Sell
2021
Q4
$719K Buy
2021
Q3
$383K Hold
2021
Q2
$351K Hold
2021
Q1
$347K Hold
2020
Q4
$335K Buy