Aull & Monroe Investment Management’s Exelon EXC Stock Holding History

Aull & Monroe Investment Management’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$378K	Sell	8,710 -374	-4%	-$16.2K	0.2%	90
2025 Q1	$419K	Sell	9,084 -100	-1%	-$4.61K	0.21%	87
2024 Q4	$346K	Hold	9,184	–	–	0.18%	100
2024 Q3	$372K	Hold	9,184	–	–	0.17%	99
2024 Q2	$318K	Hold	9,184	–	–	0.16%	102
2024 Q1	$345K	Sell	9,184 -130	-1%	-$4.88K	0.16%	100
2023 Q4	$334K	Hold	9,314	–	–	0.17%	101
2023 Q3	$352K	Hold	9,314	–	–	0.18%	93
2023 Q2	$379K	Hold	9,314	–	–	0.19%	94
2023 Q1	$390K	Sell	9,314 -390	-4%	-$16.3K	0.2%	92
2022 Q4	$420K	Hold	9,704	–	–	0.21%	86
2022 Q3	$364K	Sell	9,704 -100	-1%	-$3.75K	0.2%	91
2022 Q2	$444K	Sell	9,804 -199	-2%	-$9.01K	0.22%	91
2022 Q1	$476K	Sell	10,003 -4,021	-29%	-$191K	0.21%	91
2021 Q4	$578K	Hold	14,024	–	–	0.26%	82
2021 Q3	$484K	Hold	14,024	–	–	0.24%	88
2021 Q2	$443K	Hold	14,024	–	–	0.21%	94
2021 Q1	$438K	Buy	14,024 +1,936	+16%	+$60.5K	0.21%	91
2020 Q4	$364K	Hold	12,088	–	–	0.19%	98
2020 Q3	$308K	Buy	12,088 +3,435	+40%	+$87.5K	0.18%	101
2020 Q2	$224K	Sell	8,653 -1,122	-11%	-$29K	0.14%	117
2020 Q1	$257K	Sell	9,775 -353	-3%	-$9.28K	0.17%	102
2019 Q4	$329K	Hold	10,128	–	–	0.17%	103
2019 Q3	$349K	Hold	10,128	–	–	0.18%	101
2019 Q2	$346K	Sell	10,128 -140	-1%	-$4.78K	0.18%	99
2019 Q1	$367K	Sell	10,268 -1,402	-12%	-$50.1K	0.2%	94
2018 Q4	$375K	Sell	11,670 -1,141	-9%	-$36.7K	0.21%	92
2018 Q3	$399K	Hold	12,811	–	–	0.19%	96
2018 Q2	$389K	Hold	12,811	–	–	0.2%	95
2018 Q1	$357K	Hold	12,811	–	–	0.19%	100
2017 Q4	$360K	Hold	12,811	–	–	0.18%	96
2017 Q3	$344K	Sell	12,811 -281	-2%	-$7.55K	0.18%	101
2017 Q2	$337K	Hold	13,092	–	–	0.18%	103
2017 Q1	$336K	Hold	13,092	–	–	0.18%	103
2016 Q4	$331K	Hold	13,092	–	–	0.19%	98
2016 Q3	$311K	Hold	13,092	–	–	0.18%	101
2016 Q2	$340K	Sell	13,092 -758	-5%	-$19.7K	0.2%	93
2016 Q1	$354K	Sell	13,850 -875	-6%	-$22.4K	0.21%	91
2015 Q4	$292K	Hold	14,725	–	–	0.18%	100
2015 Q3	$312K	Sell	14,725 -1,237	-8%	-$26.2K	0.2%	95
2015 Q2	$364K	Buy	15,962 +485	+3%	+$11.1K	0.21%	92
2015 Q1	$371K	Sell	15,477 -130	-0.8%	-$3.12K	0.21%	91
2014 Q4	$413K	Sell	15,607 -2,103	-12%	-$55.7K	0.22%	89
2014 Q3	$431K	Sell	17,710 -3	-0%	-$73	0.23%	90
2014 Q2	$461K	Buy	17,713 +735	+4%	+$19.1K	0.25%	88
2014 Q1	$406K	Hold	16,978	–	–	0.23%	86
2013 Q4	$332K	Hold	16,978	–	–	0.19%	92
2013 Q3	$359K	Hold	16,978	–	–	0.23%	88
2013 Q2	$374K	Buy	+16,978	New	+$374K	0.25%	83