Beacon Pointe Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $666K | Buy |
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|
2025
Q2 | $597K | Buy |
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|
2025
Q1 | $605K | Buy |
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|
2024
Q4 | $487K | Buy |
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|
2024
Q3 | $491K | Sell |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $554K | Buy |
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|
2023
Q4 | $452K | Sell |
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|
2023
Q3 | $481K | Buy |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $490K | Buy |
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|
2022
Q4 | $462K | Sell |
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|
2022
Q3 | $423K | Sell |
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|
2022
Q2 | $559K | Sell |
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|
2022
Q1 | $688K | Buy |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $371K | Buy |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $202K | Sell |
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|
2020
Q4 | $221K | Buy |
|