Avantax Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
70,054
+18,636
| +36% | +$809K | 0.02% | 615 |
|
|
2025
Q1 | $2.37M | Buy |
51,418
+5,130
| +11% | +$236K | 0.01% | 670 |
|
|
2024
Q4 | $1.74M | Buy |
46,288
+1,935
| +4% | +$72.8K | 0.01% | 776 |
|
|
2024
Q3 | $1.8M | Buy |
44,353
+9,802
| +28% | +$397K | 0.01% | 755 |
|
|
2024
Q2 | $1.2M | Buy |
34,551
+19,818
| +135% | +$686K | 0.01% | 888 |
|
|
2024
Q1 | $554K | Sell |
14,733
-719
| -5% | -$27K | ﹤0.01% | 986 |
|
|
2023
Q4 | $555K | Sell |
15,452
-4,034
| -21% | -$145K | 0.01% | 942 |
|
|
2023
Q3 | $736K | Buy |
19,486
+568
| +3% | +$21.5K | 0.01% | 794 |
|
|
2023
Q2 | $771K | Buy |
18,918
+59
| +0.3% | +$2.4K | 0.01% | 779 |
|
|
2023
Q1 | $790K | Buy |
18,859
+1,681
| +10% | +$70.4K | 0.01% | 739 |
|
|
2022
Q4 | $743K | Buy |
17,178
+1,391
| +9% | +$60.1K | 0.01% | 721 |
|
|
2022
Q3 | $591K | Buy |
15,787
+3,857
| +32% | +$144K | 0.01% | 712 |
|
|
2022
Q2 | $541K | Buy |
11,930
+24
| +0.2% | +$1.09K | 0.01% | 754 |
|
|
2022
Q1 | $566K | Sell |
11,906
-4,297
| -27% | -$204K | 0.01% | 742 |
|
|
2021
Q4 | $668K | Buy |
16,203
+1,073
| +7% | +$44.2K | 0.01% | 659 |
|
|
2021
Q3 | $524K | Sell |
15,130
-1,320
| -8% | -$45.7K | 0.01% | 708 |
|
|
2021
Q2 | $517K | Sell |
16,450
-4,295
| -21% | -$135K | 0.01% | 702 |
|
|
2021
Q1 | $644K | Buy |
20,745
+992
| +5% | +$30.8K | 0.01% | 542 |
|
|
2020
Q4 | $596K | Sell |
19,753
-25,035
| -56% | -$755K | 0.01% | 502 |
|
|
2020
Q3 | $1.14M | Buy |
44,788
+25,746
| +135% | +$658K | 0.02% | 507 |
|
|
2020
Q2 | $492K | Buy |
19,042
+3,344
| +21% | +$86.4K | 0.01% | 486 |
|
|
2020
Q1 | $413K | Sell |
15,698
-8,426
| -35% | -$222K | 0.01% | 484 |
|
|
2019
Q4 | $783K | Buy |
24,124
+7,346
| +44% | +$238K | 0.02% | 386 |
|
|
2019
Q3 | $580K | Buy |
16,778
+860
| +5% | +$29.7K | 0.02% | 300 |
|
|
2019
Q2 | $544K | Sell |
15,918
-333
| -2% | -$11.4K | 0.02% | 281 |
|
|
2019
Q1 | $581K | Buy |
16,251
+742
| +5% | +$26.5K | 0.03% | 251 |
|
|
2018
Q4 | $499K | Buy |
+15,509
| New | +$499K | 0.08% | 226 |
|