Capital Investment 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 | $275K | Buy |
6,335
+1,644
| +35% | +$71.4K | ﹤0.01% | 594 |
|
|
2025
Q1 | $216K | Buy |
+4,691
| New | +$216K | ﹤0.01% | 615 |
|
|
2024
Q2 | – | Sell |
-6,635
| Closed | -$249K | – | 655 |
|
|
2024
Q1 | $249K | Buy |
+6,635
| New | +$249K | 0.01% | 532 |
|
|
2023
Q4 | – | Sell |
-5,303
| Closed | -$200K | – | 633 |
|
|
2023
Q3 | $200K | Buy |
+5,303
| New | +$200K | 0.01% | 549 |
|
|
2019
Q4 | – | Sell |
-6,344
| Closed | -$219K | – | 521 |
|
|
2019
Q3 | $219K | Sell |
6,344
-882
| -12% | -$30.4K | 0.01% | 450 |
|
|
2019
Q2 | $247K | Buy |
+7,226
| New | +$247K | 0.01% | 422 |
|
|
2019
Q1 | – | Sell |
-7,297
| Closed | -$235K | – | 497 |
|
|
2018
Q4 | $235K | Buy |
+7,297
| New | +$235K | 0.02% | 414 |
|
|
2017
Q4 | – | Sell |
-7,471
| Closed | -$201K | – | 490 |
|
|
2017
Q3 | $201K | Buy |
+7,471
| New | +$201K | 0.01% | 436 |
|