Atria Wealth Solutions’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
8,863
-6,627
| -43% | -$288K | 0.01% | 1042 |
|
|
2025
Q1 | $714K | Buy |
15,490
+1,592
| +11% | +$73.4K | 0.01% | 1015 |
|
|
2024
Q4 | $523K | Sell |
13,898
-169
| -1% | -$6.36K | 0.01% | 1243 |
|
|
2024
Q3 | $570K | Buy |
14,067
+255
| +2% | +$10.3K | 0.01% | 1172 |
|
|
2024
Q2 | $478K | Sell |
13,812
-2,190
| -14% | -$75.8K | 0.01% | 1246 |
|
|
2024
Q1 | $601K | Buy |
16,002
+1,150
| +8% | +$43.2K | 0.01% | 1167 |
|
|
2023
Q4 | $533K | Buy |
14,852
+37
| +0.2% | +$1.33K | 0.01% | 1165 |
|
|
2023
Q3 | $560K | Buy |
14,815
+23
| +0.2% | +$869 | 0.01% | 1077 |
|
|
2023
Q2 | $603K | Sell |
14,792
-159
| -1% | -$6.48K | 0.01% | 1060 |
|
|
2023
Q1 | $626K | Buy |
14,951
+2,474
| +20% | +$104K | 0.01% | 1006 |
|
|
2022
Q4 | $539K | Sell |
12,477
-42,995
| -78% | -$1.86M | 0.01% | 1036 |
|
|
2022
Q3 | $2.08M | Buy |
55,472
+11,291
| +26% | +$423K | 0.04% | 465 |
|
|
2022
Q2 | $2M | Buy |
44,181
+39,970
| +949% | +$1.81M | 0.04% | 431 |
|
|
2022
Q1 | $201K | Buy |
+4,211
| New | +$201K | ﹤0.01% | 1596 |
|