Avantax Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.2M | Buy |
|
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|
2024
Q1 | $554K | Sell |
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|
2023
Q4 | $555K | Sell |
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|
2023
Q3 | $736K | Buy |
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|
2023
Q2 | $771K | Buy |
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|
2023
Q1 | $790K | Buy |
|
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|
2022
Q4 | $743K | Buy |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $541K | Buy |
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|
2022
Q1 | $566K | Sell |
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|
2021
Q4 | $668K | Buy |
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|
2021
Q3 | $524K | Sell |
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|
2021
Q2 | $517K | Sell |
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|
2021
Q1 | $644K | Buy |
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|
2020
Q4 | $596K | Sell |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $492K | Buy |
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|
2020
Q1 | $413K | Sell |
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|
2019
Q4 | $783K | Buy |
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|
2019
Q3 | $580K | Buy |
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|
2019
Q2 | $544K | Sell |
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|
2019
Q1 | $581K | Buy |
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|
2018
Q4 | $499K | Buy |
|