Capital Advisors Ltd’s Exelon EXC Stock Holding History

Capital Advisors Ltd’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$47K	Buy	1,083 +154	+17%	+$6.68K	0.01%	478
2025 Q1	$43K	Sell	929 -13	-1%	-$602	0.01%	489
2024 Q4	$35K	Buy	942 +513	+120%	+$19.1K	﹤0.01%	516
2024 Q3	$17K	Sell	429 -5	-1%	-$198	﹤0.01%	632
2024 Q2	$15K	Buy	434 +8	+2%	+$276	﹤0.01%	646
2024 Q1	$16K	Buy	426 +14	+3%	+$526	﹤0.01%	622
2023 Q4	$15K	Sell	412 -288	-41%	-$10.5K	﹤0.01%	605
2023 Q3	$26K	Sell	700 -4	-0.6%	-$149	﹤0.01%	508
2023 Q2	$29K	Buy	704 +245	+53%	+$10.1K	﹤0.01%	508
2023 Q1	$19K	Sell	459 -244	-35%	-$10.1K	﹤0.01%	468
2022 Q4	$18K	Buy	703 +578	+462%	+$14.8K	﹤0.01%	474
2022 Q3	$5K	Sell	125 -14	-10%	-$560	﹤0.01%	629
2022 Q2	$6K	Hold	139	–	–	﹤0.01%	548
2022 Q1	$7K	Sell	139 -56	-29%	-$2.82K	﹤0.01%	558
2021 Q4	$8K	Buy	195 +20	+11%	+$821	﹤0.01%	534
2021 Q3	$6K	Hold	175	–	–	﹤0.01%	457
2021 Q2	$6K	Hold	175	–	–	﹤0.01%	443
2021 Q1	$5K	Hold	175	–	–	﹤0.01%	449
2020 Q4	$5K	Buy	175 +1	+0.6%	+$29	﹤0.01%	419
2020 Q3	$4K	Buy	174 +2	+1%	+$46	﹤0.01%	424
2020 Q2	$4K	Buy	172 +2	+1%	+$47	﹤0.01%	417
2020 Q1	$4K	Buy	170 +2	+1%	+$47	﹤0.01%	414
2019 Q4	$5K	Buy	168 +1	+0.6%	+$30	﹤0.01%	383
2019 Q3	$6K	Hold	167	–	–	﹤0.01%	371
2019 Q2	$6K	Buy	167 +2	+1%	+$72	﹤0.01%	399
2019 Q1	$6K	Hold	165	–	–	﹤0.01%	392
2018 Q4	$5K	Buy	165 +1	+0.6%	+$30	﹤0.01%	405
2018 Q3	$5K	Buy	164 +1	+0.6%	+$30	﹤0.01%	452
2018 Q2	$5K	Buy	163 +2	+1%	+$61	﹤0.01%	370
2018 Q1	$4K	Buy	161 +1	+0.6%	+$25	﹤0.01%	366
2017 Q4	$4K	Buy	160 +2	+1%	+$50	﹤0.01%	371
2017 Q3	$4K	Buy	158 +53	+50%	+$1.34K	﹤0.01%	369
2017 Q2	$3K	Hold	105	–	–	﹤0.01%	374
2017 Q1	$3K	Hold	105	–	–	﹤0.01%	362
2016 Q4	$3K	Hold	105	–	–	﹤0.01%	367
2016 Q3	$2K	Hold	105	–	–	﹤0.01%	348
2016 Q2	$3K	Buy	+105	New	+$3K	﹤0.01%	321