Bragg Financial 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 | $2.36M | Sell |
54,399
-2,719
| -5% | -$118K | 0.08% | 175 |
|
|
2025
Q1 | $2.63M | Sell |
57,118
-3,167
| -5% | -$146K | 0.11% | 156 |
|
|
2024
Q4 | $2.27M | Sell |
60,285
-8,657
| -13% | -$326K | 0.09% | 165 |
|
|
2024
Q3 | $2.8M | Sell |
68,942
-8,033
| -10% | -$326K | 0.12% | 153 |
|
|
2024
Q2 | $2.66M | Sell |
76,975
-40,769
| -35% | -$1.41M | 0.12% | 149 |
|
|
2024
Q1 | $4.42M | Sell |
117,744
-8,969
| -7% | -$337K | 0.2% | 131 |
|
|
2023
Q4 | $4.55M | Sell |
126,713
-5,935
| -4% | -$213K | 0.22% | 126 |
|
|
2023
Q3 | $5.01M | Sell |
132,648
-6,643
| -5% | -$251K | 0.26% | 119 |
|
|
2023
Q2 | $5.67M | Sell |
139,291
-4,227
| -3% | -$172K | 0.31% | 111 |
|
|
2023
Q1 | $6.01M | Sell |
143,518
-3,669
| -2% | -$154K | 0.35% | 107 |
|
|
2022
Q4 | $6.36M | Sell |
147,187
-2,535
| -2% | -$110K | 0.39% | 104 |
|
|
2022
Q3 | $5.61M | Sell |
149,722
-7,832
| -5% | -$293K | 0.39% | 104 |
|
|
2022
Q2 | $7.14M | Sell |
157,554
-7,762
| -5% | -$352K | 0.47% | 90 |
|
|
2022
Q1 | $7.87M | Sell |
165,316
-56,853
| -26% | -$2.71M | 0.46% | 89 |
|
|
2021
Q4 | $7.66M | Hold |
222,169
| – | – | 0.49% | 81 |
|
|
2021
Q3 | $7.66M | Buy |
222,169
+4,401
| +2% | +$152K | 0.49% | 81 |
|
|
2021
Q2 | $6.88M | Buy |
217,768
+6,147
| +3% | +$194K | 0.44% | 90 |
|
|
2021
Q1 | $6.6M | Buy |
211,621
+9,701
| +5% | +$303K | 0.44% | 90 |
|
|
2020
Q4 | $6.08M | Buy |
201,920
+10,091
| +5% | +$304K | 0.53% | 72 |
|
|
2020
Q3 | $4.89M | Buy |
191,829
+12,265
| +7% | +$313K | 0.5% | 72 |
|
|
2020
Q2 | $4.65M | Buy |
179,564
+10,512
| +6% | +$272K | 0.52% | 68 |
|
|
2020
Q1 | $4.44M | Buy |
169,052
+8,829
| +6% | +$232K | 0.6% | 61 |
|
|
2019
Q4 | $5.21M | Buy |
160,223
+4,818
| +3% | +$157K | 0.58% | 61 |
|
|
2019
Q3 | $5.36M | Buy |
155,405
+1,167
| +0.8% | +$40.2K | 0.65% | 54 |
|
|
2019
Q2 | $5.27M | Buy |
154,238
+2,748
| +2% | +$94K | 0.65% | 52 |
|
|
2019
Q1 | $5.42M | Buy |
151,490
+2,054
| +1% | +$73.4K | 0.7% | 49 |
|
|
2018
Q4 | $4.81M | Buy |
149,436
+2,117
| +1% | +$68.1K | 0.72% | 49 |
|
|
2018
Q3 | $4.59M | Buy |
147,319
+1,451
| +1% | +$45.2K | 0.62% | 57 |
|
|
2018
Q2 | $4.43M | Buy |
145,868
+3,736
| +3% | +$114K | 0.63% | 54 |
|
|
2018
Q1 | $3.96M | Buy |
142,132
+4,676
| +3% | +$130K | 0.58% | 61 |
|
|
2017
Q4 | $3.86M | Buy |
137,456
+2,481
| +2% | +$69.7K | 0.55% | 67 |
|
|
2017
Q3 | $3.63M | Buy |
134,975
+1,959
| +1% | +$52.6K | 0.56% | 67 |
|
|
2017
Q2 | $3.42M | Buy |
133,016
+1,106
| +0.8% | +$28.5K | 0.54% | 71 |
|
|
2017
Q1 | $3.39M | Buy |
131,910
+4,641
| +4% | +$119K | 0.54% | 76 |
|
|
2016
Q4 | $3.22M | Buy |
127,269
+6,733
| +6% | +$170K | 0.53% | 79 |
|
|
2016
Q3 | $2.86M | Buy |
120,536
+3,099
| +3% | +$73.6K | 0.51% | 78 |
|
|
2016
Q2 | $3.05M | Buy |
117,437
+7,220
| +7% | +$187K | 0.55% | 73 |
|
|
2016
Q1 | $2.82M | Buy |
110,217
+4,550
| +4% | +$116K | 0.54% | 75 |
|
|
2015
Q4 | $2.09M | Sell |
105,667
-22,236
| -17% | -$440K | 0.45% | 88 |
|
|
2015
Q3 | $2.71M | Buy |
127,903
+6,456
| +5% | +$137K | 0.65% | 63 |
|
|
2015
Q2 | $2.72M | Buy |
121,447
+8,701
| +8% | +$195K | 0.62% | 65 |
|
|
2015
Q1 | $2.7M | Buy |
112,746
+5,257
| +5% | +$126K | 0.62% | 61 |
|
|
2014
Q4 | $2.84M | Sell |
107,489
-5,036
| -4% | -$133K | 0.69% | 55 |
|
|
2014
Q3 | $2.74M | Buy |
112,525
+4,549
| +4% | +$111K | 0.69% | 49 |
|
|
2014
Q2 | $2.81M | Buy |
107,976
+6,168
| +6% | +$161K | 0.67% | 50 |
|
|
2014
Q1 | $2.44M | Buy |
101,808
+3,632
| +4% | +$86.9K | 0.6% | 63 |
|
|
2013
Q4 | $1.92M | Buy |
98,176
+2,248
| +2% | +$43.9K | 0.47% | 85 |
|
|
2013
Q3 | $2.03M | Buy |
95,928
+5,861
| +7% | +$124K | 0.53% | 75 |
|
|
2013
Q2 | $1.98M | Buy |
+90,067
| New | +$1.98M | 0.54% | 69 |
|