Ameritas Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
3,229
-14,105
| -81% | -$612K | 0.01% | 854 |
|
|
2025
Q1 | $706K | Hold |
17,334
| – | – | 0.03% | 483 |
|
|
2024
Q4 | $652K | Buy |
17,334
+8,418
| +94% | +$317K | 0.02% | 511 |
|
|
2024
Q3 | $362K | Sell |
8,916
-8,251
| -48% | -$335K | 0.02% | 632 |
|
|
2024
Q2 | $594K | Sell |
17,167
-225
| -1% | -$7.79K | 0.02% | 539 |
|
|
2024
Q1 | $657K | Buy |
+17,392
| New | +$657K | 0.03% | 479 |
|
|
2023
Q4 | – | Sell |
-16,838
| Closed | -$659K | – | 736 |
|
|
2023
Q3 | $659K | Buy |
16,838
+6,817
| +68% | +$267K | 0.03% | 436 |
|
|
2023
Q2 | $410K | Sell |
10,021
-6,248
| -38% | -$256K | 0.05% | 336 |
|
|
2023
Q1 | $691K | Buy |
16,269
+7,193
| +79% | +$306K | 0.03% | 398 |
|
|
2022
Q4 | $392K | Buy |
9,076
+1,020
| +13% | +$44.1K | 0.02% | 612 |
|
|
2022
Q3 | $302K | Sell |
8,056
-499
| -6% | -$18.7K | 0.02% | 581 |
|
|
2022
Q2 | $388K | Sell |
8,555
-85
| -1% | -$3.86K | 0.02% | 529 |
|
|
2022
Q1 | $412K | Sell |
8,640
-4,292
| -33% | -$205K | 0.02% | 558 |
|
|
2021
Q4 | $533K | Buy |
+12,932
| New | +$533K | 0.02% | 487 |
|