Atria Investments’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
24,155
+6,687
| +38% | +$290K | 0.01% | 1008 |
|
|
2025
Q1 | $805K | Buy |
17,468
+1,476
| +9% | +$68K | 0.01% | 1101 |
|
|
2024
Q4 | $602K | Sell |
15,992
-1,079
| -6% | -$40.6K | 0.01% | 1233 |
|
|
2024
Q3 | $692K | Sell |
17,071
-4,977
| -23% | -$202K | 0.01% | 1162 |
|
|
2024
Q2 | $763K | Buy |
+22,048
| New | +$763K | 0.01% | 1080 |
|
|
2023
Q4 | – | Sell |
-28,130
| Closed | -$1.06M | – | 905 |
|
|
2023
Q3 | $1.06M | Buy |
28,130
+25
| +0.1% | +$945 | 0.02% | 816 |
|
|
2023
Q2 | $1.14M | Sell |
28,105
-895
| -3% | -$36.5K | 0.02% | 777 |
|
|
2023
Q1 | $1.21M | Sell |
29,000
-33
| -0.1% | -$1.38K | 0.02% | 733 |
|
|
2022
Q4 | $1.26M | Buy |
+29,033
| New | +$1.26M | 0.03% | 672 |
|
|
2022
Q3 | – | Sell |
-27,402
| Closed | -$1.24M | – | 756 |
|
|
2022
Q2 | $1.24M | Buy |
27,402
+5,689
| +26% | +$258K | 0.03% | 667 |
|
|
2022
Q1 | $1.03M | Sell |
21,713
-6,536
| -23% | -$311K | 0.02% | 843 |
|
|
2021
Q4 | $1.16M | Buy |
+28,249
| New | +$1.16M | 0.02% | 775 |
|
|
2020
Q2 | – | Sell |
-84,954
| Closed | -$2.23M | – | 607 |
|
|
2020
Q1 | $2.23M | Buy |
84,954
+71,854
| +549% | +$1.89M | 0.17% | 121 |
|
|
2019
Q4 | $426K | Sell |
13,100
-27,056
| -67% | -$880K | 0.01% | 845 |
|
|
2019
Q3 | $1.38M | Sell |
40,156
-4,282
| -10% | -$148K | 0.05% | 317 |
|
|
2019
Q2 | $1.42M | Buy |
44,438
+36,777
| +480% | +$1.17M | 0.05% | 299 |
|
|
2019
Q1 | $274K | Sell |
7,661
-19
| -0.2% | -$680 | 0.01% | 739 |
|
|
2018
Q4 | $247K | Sell |
7,680
-1,427
| -16% | -$45.9K | 0.01% | 732 |
|
|
2018
Q3 | $284K | Sell |
9,107
-4,354
| -32% | -$136K | 0.01% | 786 |
|
|
2018
Q2 | $409K | Sell |
13,461
-478
| -3% | -$14.5K | 0.02% | 635 |
|
|
2018
Q1 | $388K | Sell |
13,939
-524
| -4% | -$14.6K | 0.02% | 596 |
|
|
2017
Q4 | $407K | Buy |
14,463
+4,906
| +51% | +$138K | 0.02% | 540 |
|
|
2017
Q3 | $257K | Buy |
+9,557
| New | +$257K | 0.01% | 654 |
|
|
2017
Q2 | – | Sell |
-7,836
| Closed | -$201K | – | 764 |
|
|
2017
Q1 | $201K | Buy |
+7,836
| New | +$201K | 0.01% | 653 |
|