Bleakley 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
$603K Buy
13,896
+1,869
+16% +$81.1K 0.02% 462
2025
Q1
$554K Buy
12,027
+2,480
+26% +$114K 0.02% 420
2024
Q4
$359K Sell
9,547
-1,087
-10% -$40.9K 0.01% 724
2024
Q3
$431K Buy
10,634
+362
+4% +$14.7K 0.01% 637
2024
Q2
$356K Sell
10,272
-463
-4% -$16K 0.01% 711
2024
Q1
$403K Buy
10,735
+249
+2% +$9.36K 0.01% 676
2023
Q4
$376K Sell
10,486
-1,340
-11% -$48.1K 0.01% 663
2023
Q3
$447K Sell
11,826
-2,346
-17% -$88.7K 0.02% 573
2023
Q2
$577K Buy
14,172
+713
+5% +$29K 0.02% 549
2023
Q1
$564K Buy
13,459
+2,023
+18% +$84.7K 0.02% 539
2022
Q4
$494K Buy
+11,436
New +$494K 0.02% 558