Atlas 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 | $64.8K | Sell |
1,493
-6,045
| -80% | -$262K | 0.01% | 591 |
|
|
2025
Q1 | $347K | Buy |
7,538
+3,989
| +112% | +$184K | 0.04% | 318 |
|
|
2024
Q4 | $134K | Sell |
3,549
-1,012
| -22% | -$38.1K | 0.02% | 462 |
|
|
2024
Q3 | $185K | Buy |
4,561
+44
| +1% | +$1.78K | 0.03% | 385 |
|
|
2024
Q2 | $156K | Hold |
4,517
| – | – | 0.02% | 428 |
|
|
2024
Q1 | $170K | Sell |
4,517
-343
| -7% | -$12.9K | 0.03% | 394 |
|
|
2023
Q4 | $174K | Sell |
4,860
-1,227
| -20% | -$44K | 0.03% | 395 |
|
|
2023
Q3 | $230K | Sell |
6,087
-195
| -3% | -$7.37K | 0.04% | 329 |
|
|
2023
Q2 | $256K | Sell |
6,282
-485
| -7% | -$19.8K | 0.04% | 317 |
|
|
2023
Q1 | $283K | Sell |
6,767
-698
| -9% | -$29.2K | 0.04% | 296 |
|
|
2022
Q4 | $323K | Sell |
7,465
-2,535
| -25% | -$110K | 0.05% | 252 |
|
|
2022
Q3 | $375K | Sell |
10,000
-246
| -2% | -$9.22K | 0.07% | 223 |
|
|
2022
Q2 | $464K | Sell |
10,246
-1,900
| -16% | -$86.1K | 0.08% | 211 |
|
|
2022
Q1 | $579K | Buy |
12,146
+2,394
| +25% | +$114K | 0.09% | 199 |
|
|
2021
Q4 | $402K | Buy |
9,752
+1,113
| +13% | +$45.9K | 0.06% | 257 |
|
|
2021
Q3 | $298K | Sell |
8,639
-635
| -7% | -$21.9K | 0.05% | 288 |
|
|
2021
Q2 | $293K | Buy |
9,274
+15
| +0.2% | +$474 | 0.05% | 300 |
|
|
2021
Q1 | $289K | Hold |
9,259
| – | – | 0.06% | 277 |
|
|
2020
Q4 | $279K | Sell |
9,259
-305
| -3% | -$9.19K | 0.06% | 259 |
|
|
2020
Q3 | $244K | Sell |
9,564
-5,286
| -36% | -$135K | 0.06% | 268 |
|
|
2020
Q2 | $384K | Sell |
14,850
-4,844
| -25% | -$125K | 0.09% | 213 |
|
|
2020
Q1 | $517K | Buy |
19,694
+698
| +4% | +$18.3K | 0.15% | 147 |
|
|
2019
Q4 | $618K | Sell |
18,996
-174
| -0.9% | -$5.66K | 0.15% | 168 |
|
|
2019
Q3 | $661K | Sell |
19,170
-3,777
| -16% | -$130K | 0.2% | 144 |
|
|
2019
Q2 | $785K | Buy |
22,947
+1,370
| +6% | +$46.8K | 0.26% | 107 |
|
|
2019
Q1 | $772K | Buy |
21,577
+211
| +1% | +$7.54K | 0.28% | 103 |
|
|
2018
Q4 | $687K | Buy |
21,366
+99
| +0.5% | +$3.19K | 0.28% | 96 |
|
|
2018
Q3 | $654K | Buy |
21,267
+259
| +1% | +$7.96K | 0.22% | 127 |
|
|
2018
Q2 | $628K | Sell |
21,008
-4,107
| -16% | -$123K | 0.22% | 128 |
|
|
2018
Q1 | $699K | Buy |
+25,115
| New | +$699K | 0.21% | 151 |
|