Arkadios Wealth 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 | $452K | Buy |
10,400
+1,437
| +16% | +$62.4K | 0.01% | 868 |
|
|
2025
Q1 | $413K | Buy |
8,963
+1,318
| +17% | +$60.7K | 0.02% | 777 |
|
|
2024
Q4 | $288K | Buy |
7,645
+2,311
| +43% | +$87K | 0.02% | 731 |
|
|
2024
Q3 | $216K | Buy |
+5,334
| New | +$216K | 0.01% | 812 |
|
|
2021
Q4 | – | Sell |
-3,871
| Closed | -$133K | – | 942 |
|
|
2021
Q3 | $133K | Sell |
3,871
-125
| -3% | -$4.3K | 0.02% | 611 |
|
|
2021
Q2 | $126K | Buy |
3,996
+2,511
| +169% | +$79.2K | 0.02% | 662 |
|
|
2021
Q1 | $46K | Buy |
1,485
+2
| +0.1% | +$62 | 0.01% | 712 |
|
|
2020
Q4 | $44K | Buy |
1,483
+755
| +104% | +$22.4K | 0.01% | 576 |
|
|
2020
Q3 | $21.8K | Sell |
728
-699
| -49% | -$21K | 0.01% | 585 |
|
|
2020
Q2 | $38.6K | Sell |
1,427
-154
| -10% | -$4.16K | 0.02% | 411 |
|
|
2020
Q1 | $41.5K | Sell |
1,581
-27
| -2% | -$709 | 0.03% | 366 |
|
|
2019
Q4 | $56.8K | Buy |
+1,608
| New | +$56.8K | 0.03% | 299 |
|