Berger Financial Group’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
7,114
+21
+0.3% +$912 0.02% 329
2025
Q1
$327K Sell
7,093
-39
-0.5% -$1.8K 0.02% 319
2024
Q4
$268K Buy
+7,132
New +$268K 0.02% 338