Beacon Pointe Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
13,751
+616
| +5% | +$26.7K | 0.01% | 828 |
|
|
2025
Q1 | $605K | Buy |
13,135
+198
| +2% | +$9.12K | 0.01% | 787 |
|
|
2024
Q4 | $487K | Buy |
12,937
+821
| +7% | +$30.9K | 0.01% | 831 |
|
|
2024
Q3 | $491K | Sell |
12,116
-965
| -7% | -$39.1K | 0.01% | 854 |
|
|
2024
Q2 | $453K | Sell |
13,081
-1,672
| -11% | -$57.9K | 0.01% | 896 |
|
|
2024
Q1 | $554K | Buy |
14,753
+2,169
| +17% | +$81.5K | 0.01% | 867 |
|
|
2023
Q4 | $452K | Sell |
12,584
-132
| -1% | -$4.74K | 0.01% | 922 |
|
|
2023
Q3 | $481K | Buy |
12,716
+2,416
| +23% | +$91.3K | 0.01% | 886 |
|
|
2023
Q2 | $420K | Sell |
10,300
-1,393
| -12% | -$56.7K | 0.01% | 765 |
|
|
2023
Q1 | $490K | Buy |
11,693
+1,014
| +9% | +$42.5K | 0.01% | 764 |
|
|
2022
Q4 | $462K | Sell |
10,679
-605
| -5% | -$26.2K | 0.01% | 715 |
|
|
2022
Q3 | $423K | Sell |
11,284
-1,063
| -9% | -$39.8K | 0.01% | 690 |
|
|
2022
Q2 | $559K | Sell |
12,347
-2,088
| -14% | -$94.5K | 0.01% | 612 |
|
|
2022
Q1 | $688K | Buy |
14,435
+3,690
| +34% | +$176K | 0.01% | 721 |
|
|
2021
Q4 | $443K | Sell |
10,745
-13
| -0.1% | -$536 | 0.01% | 605 |
|
|
2021
Q3 | $371K | Buy |
10,758
+143
| +1% | +$4.93K | 0.01% | 624 |
|
|
2021
Q2 | $335K | Buy |
10,615
+4,146
| +64% | +$131K | 0.01% | 627 |
|
|
2021
Q1 | $202K | Sell |
6,469
-834
| -11% | -$26K | 0.01% | 505 |
|
|
2020
Q4 | $221K | Buy |
+7,303
| New | +$221K | 0.02% | 444 |
|