Allworth Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $896K | Buy |
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|
2024
Q3 | $843K | Buy |
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|
2024
Q2 | $740K | Sell |
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|
2024
Q1 | $806K | Sell |
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|
2023
Q4 | $895K | Buy |
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|
2023
Q3 | $691K | Buy |
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|
2023
Q2 | $726K | Sell |
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|
2023
Q1 | $748K | Buy |
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|
2022
Q4 | $758K | Buy |
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|
2022
Q3 | $501K | Buy |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $265K | Sell |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $30K | Buy |
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|
2021
Q1 | $16K | Sell |
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|
2020
Q4 | $17K | Sell |
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|
2020
Q3 | $16K | Sell |
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|
2020
Q2 | $23K | Sell |
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|
2020
Q1 | $27K | Sell |
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|
2019
Q4 | $127K | Buy |
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|
2019
Q3 | $121K | Sell |
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|
2019
Q2 | $125K | Hold |
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|
2019
Q1 | $130K | Buy |
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|
2018
Q4 | $117K | Buy |
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|
2018
Q3 | $106K | Sell |
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|
2018
Q2 | $105K | Sell |
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|
2018
Q1 | $98K | Sell |
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|
2017
Q4 | $99K | Sell |
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|
2017
Q3 | $99K | Hold |
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|
2017
Q2 | $95K | Sell |
|
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|
2017
Q1 | $99K | Buy |
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|
2016
Q4 | $38K | Sell |
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|
2016
Q3 | $38K | Hold |
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|
2016
Q2 | $41K | Sell |
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|
2016
Q1 | $44K | Sell |
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|
2015
Q4 | $36K | Sell |
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|
2015
Q3 | $40K | Sell |
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|
2015
Q2 | $45K | Sell |
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|
2015
Q1 | $50K | Buy |
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