Aptus Capital Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
12,781
-3,725
| -23% | -$162K | ﹤0.01% | 646 |
|
|
2025
Q1 | $761K | Buy |
16,506
+2,140
| +15% | +$98.6K | 0.01% | 551 |
|
|
2024
Q4 | $541K | Buy |
14,366
+4,049
| +39% | +$152K | 0.01% | 604 |
|
|
2024
Q3 | $418K | Buy |
10,317
+905
| +10% | +$36.7K | 0.01% | 585 |
|
|
2024
Q2 | $326K | Buy |
9,412
+304
| +3% | +$10.5K | 0.01% | 596 |
|
|
2024
Q1 | $342K | Buy |
9,108
+3,330
| +58% | +$125K | 0.01% | 591 |
|
|
2023
Q4 | $207K | Sell |
5,778
-703
| -11% | -$25.2K | 0.01% | 548 |
|
|
2023
Q3 | $245K | Buy |
+6,481
| New | +$245K | 0.01% | 514 |
|