Cambridge Investment Research Advisors’s Exelon EXC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.52M | Buy |
173,208
+14,383
| +9% | +$625K | 0.02% | 666 |
|
2025
Q1 | $7.32M | Buy |
158,825
+9,236
| +6% | +$426K | 0.02% | 623 |
|
2024
Q4 | $5.63M | Buy |
149,589
+27,230
| +22% | +$1.03M | 0.02% | 741 |
|
2024
Q3 | $4.96M | Sell |
122,359
-3,484
| -3% | -$141K | 0.02% | 799 |
|
2024
Q2 | $4.36M | Buy |
125,843
+3,025
| +2% | +$105K | 0.02% | 829 |
|
2024
Q1 | $4.61M | Sell |
122,818
-18,768
| -13% | -$705K | 0.02% | 793 |
|
2023
Q4 | $5.08M | Buy |
141,586
+7,215
| +5% | +$259K | 0.02% | 698 |
|
2023
Q3 | $5.08M | Buy |
134,371
+10,006
| +8% | +$378K | 0.02% | 638 |
|
2023
Q2 | $5.07M | Buy |
124,365
+9,940
| +9% | +$405K | 0.02% | 652 |
|
2023
Q1 | $4.79M | Buy |
114,425
+4,726
| +4% | +$198K | 0.02% | 650 |
|
2022
Q4 | $4.74M | Sell |
109,699
-2,645
| -2% | -$114K | 0.02% | 623 |
|
2022
Q3 | $4.21M | Buy |
112,344
+1,755
| +2% | +$65.7K | 0.02% | 642 |
|
2022
Q2 | $5.01M | Buy |
110,589
+2,071
| +2% | +$93.9K | 0.03% | 586 |
|
2022
Q1 | $5.17M | Buy |
108,518
+13,429
| +14% | +$640K | 0.02% | 615 |
|
2021
Q4 | $5.49M | Buy |
95,089
+2,705
| +3% | +$156K | 0.02% | 601 |
|
2021
Q3 | $4.47M | Sell |
92,384
-2,224
| -2% | -$108K | 0.02% | 658 |
|
2021
Q2 | $4.19M | Sell |
94,608
-3,241
| -3% | -$144K | 0.02% | 710 |
|
2021
Q1 | $4.28M | Sell |
97,849
-371
| -0.4% | -$16.2K | 0.02% | 626 |
|
2020
Q4 | $4.15M | Sell |
98,220
-18,504
| -16% | -$781K | 0.02% | 594 |
|
2020
Q3 | $4.17M | Buy |
116,724
+3,365
| +3% | +$120K | 0.03% | 524 |
|
2020
Q2 | $4.11M | Buy |
113,359
+5,434
| +5% | +$197K | 0.03% | 502 |
|
2020
Q1 | $3.97M | Sell |
107,925
-13,395
| -11% | -$493K | 0.04% | 435 |
|
2019
Q4 | $5.53M | Buy |
121,320
+21,084
| +21% | +$961K | 0.04% | 427 |
|
2019
Q3 | $4.84M | Sell |
100,236
-13,906
| -12% | -$672K | 0.04% | 420 |
|
2019
Q2 | $5.47M | Buy |
114,142
+4,791
| +4% | +$230K | 0.05% | 357 |
|
2019
Q1 | $5.48M | Sell |
109,351
-11,277
| -9% | -$565K | 0.05% | 343 |
|
2018
Q4 | $5.44M | Sell |
120,628
-6,809
| -5% | -$307K | 0.06% | 296 |
|
2018
Q3 | $5.56M | Buy |
127,437
+12,183
| +11% | +$532K | 0.05% | 339 |
|
2018
Q2 | $4.91M | Sell |
115,254
-11,932
| -9% | -$508K | 0.05% | 337 |
|
2018
Q1 | $4.96M | Buy |
127,186
+23,797
| +23% | +$928K | 0.06% | 321 |
|
2017
Q4 | $4.08M | Buy |
103,389
+6,413
| +7% | +$253K | 0.05% | 359 |
|
2017
Q3 | $3.65M | Buy |
96,976
+9,763
| +11% | +$368K | 0.05% | 337 |
|
2017
Q2 | $3.15M | Sell |
87,213
-4,400
| -5% | -$159K | 0.05% | 372 |
|
2017
Q1 | $3.3M | Sell |
91,613
-19,230
| -17% | -$692K | 0.06% | 317 |
|
2016
Q4 | $3.93M | Sell |
110,843
-4,947
| -4% | -$176K | 0.07% | 253 |
|
2016
Q3 | $3.86M | Buy |
115,790
+7,404
| +7% | +$247K | 0.07% | 268 |
|
2016
Q2 | $3.94M | Buy |
108,386
+25,128
| +30% | +$914K | 0.08% | 229 |
|
2016
Q1 | $2.99M | Buy |
83,258
+12,141
| +17% | +$435K | 0.07% | 278 |
|
2015
Q4 | $1.98M | Sell |
71,117
-6,553
| -8% | -$182K | 0.05% | 357 |
|
2015
Q3 | $2.31M | Buy |
77,670
+14,246
| +22% | +$423K | 0.07% | 279 |
|
2015
Q2 | $1.99M | Sell |
63,424
-4,108
| -6% | -$129K | 0.06% | 313 |
|
2015
Q1 | $2.27M | Sell |
67,532
-404
| -0.6% | -$13.6K | 0.06% | 284 |
|
2014
Q4 | $2.52M | Sell |
67,936
-10,761
| -14% | -$399K | 0.08% | 246 |
|
2014
Q3 | $2.68M | Sell |
78,697
-4,488
| -5% | -$153K | 0.08% | 249 |
|
2014
Q2 | $3.04M | Buy |
83,185
+480
| +0.6% | +$17.5K | 0.11% | 186 |
|
2014
Q1 | $2.78M | Buy |
82,705
+6,277
| +8% | +$211K | 0.1% | 182 |
|
2013
Q4 | $2.09M | Sell |
76,428
-2,700
| -3% | -$73.9K | 0.09% | 222 |
|
2013
Q3 | $2.35M | Buy |
79,128
+5,028
| +7% | +$149K | 0.1% | 193 |
|
2013
Q2 | $2.29M | Buy |
+74,100
| New | +$2.29M | 0.12% | 177 |
|