Capital Analysts LLC’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48K | Buy |
1,122
+9
| +0.8% | +$385 | ﹤0.01% | 818 |
|
|
2025
Q1 | $52K | Buy |
1,113
+9
| +0.8% | +$420 | ﹤0.01% | 778 |
|
|
2024
Q4 | $42K | Sell |
1,104
-13
| -1% | -$495 | ﹤0.01% | 787 |
|
|
2024
Q3 | $45K | Buy |
1,117
+10
| +0.9% | +$403 | ﹤0.01% | 753 |
|
|
2024
Q2 | $38K | Buy |
1,107
+33
| +3% | +$1.13K | ﹤0.01% | 760 |
|
|
2024
Q1 | $41K | Buy |
1,074
+10
| +0.9% | +$382 | ﹤0.01% | 703 |
|
|
2023
Q4 | $39K | Buy |
1,064
+70
| +7% | +$2.57K | ﹤0.01% | 705 |
|
|
2023
Q3 | $38K | Buy |
994
+7
| +0.7% | +$268 | ﹤0.01% | 670 |
|
|
2023
Q2 | $40K | Sell |
987
-47
| -5% | -$1.91K | ﹤0.01% | 624 |
|
|
2023
Q1 | $43K | Buy |
1,034
+8
| +0.8% | +$333 | ﹤0.01% | 621 |
|
|
2022
Q4 | $44K | Sell |
1,026
-105
| -9% | -$4.5K | ﹤0.01% | 644 |
|
|
2022
Q3 | $42K | Buy |
1,131
+119
| +12% | +$4.42K | ﹤0.01% | 596 |
|
|
2022
Q2 | $46K | Buy |
1,012
+7
| +0.7% | +$318 | ﹤0.01% | 571 |
|
|
2022
Q1 | $48K | Sell |
1,005
-394
| -28% | -$18.8K | ﹤0.01% | 550 |
|
|
2021
Q4 | $58K | Buy |
1,399
+8
| +0.6% | +$332 | ﹤0.01% | 546 |
|
|
2021
Q3 | $48K | Sell |
1,391
-266
| -16% | -$9.18K | ﹤0.01% | 578 |
|
|
2021
Q2 | $52K | Sell |
1,657
-35
| -2% | -$1.1K | ﹤0.01% | 554 |
|
|
2021
Q1 | $53K | Sell |
1,692
-38,910
| -96% | -$1.22M | ﹤0.01% | 579 |
|
|
2020
Q4 | $1.22M | Sell |
40,602
-4,011
| -9% | -$121K | 0.11% | 157 |
|
|
2020
Q3 | $1.14M | Buy |
44,613
+184
| +0.4% | +$4.69K | 0.11% | 150 |
|
|
2020
Q2 | $1.15M | Sell |
44,429
-410
| -0.9% | -$10.6K | 0.12% | 146 |
|
|
2020
Q1 | $1.18M | Buy |
44,839
+3,359
| +8% | +$88.2K | 0.14% | 128 |
|
|
2019
Q4 | $1.35M | Buy |
41,480
+400
| +1% | +$13K | 0.13% | 152 |
|
|
2019
Q3 | $1.42M | Buy |
41,080
+1,148
| +3% | +$39.5K | 0.15% | 128 |
|
|
2019
Q2 | $1.37M | Sell |
39,932
-767
| -2% | -$26.2K | 0.15% | 128 |
|
|
2019
Q1 | $1.46M | Sell |
40,699
-2,404
| -6% | -$85.9K | 0.17% | 108 |
|
|
2018
Q4 | $1.39M | Buy |
43,103
+1,028
| +2% | +$33.1K | 0.18% | 95 |
|
|
2018
Q3 | $1.31M | Buy |
42,075
+580
| +1% | +$18.1K | 0.15% | 125 |
|
|
2018
Q2 | $1.26M | Buy |
41,495
+688
| +2% | +$20.9K | 0.15% | 111 |
|
|
2018
Q1 | $1.14M | Buy |
40,807
+351
| +0.9% | +$9.76K | 0.14% | 119 |
|
|
2017
Q4 | $1.14M | Sell |
40,456
-1,338
| -3% | -$37.6K | 0.14% | 124 |
|
|
2017
Q3 | $1.12M | Buy |
41,794
+966
| +2% | +$26K | 0.15% | 110 |
|
|
2017
Q2 | $1.05M | Buy |
+40,828
| New | +$1.05M | 0.15% | 113 |
|
|
2015
Q4 | – | Sell |
-222
| Closed | -$4.69K | – | 388 |
|
|
2015
Q3 | $4.69K | Buy |
222
+111
| +100% | +$2.35K | ﹤0.01% | 343 |
|
|
2015
Q2 | $2.48K | Hold |
111
| – | – | ﹤0.01% | 368 |
|
|
2015
Q1 | $2.66K | Buy |
+111
| New | +$2.66K | ﹤0.01% | 370 |
|