Catalyst Financial Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
9,953
+192
| +2% | +$8.34K | 0.05% | 183 |
|
|
2025
Q1 | $450K | Buy |
9,761
+230
| +2% | +$10.6K | 0.08% | 163 |
|
|
2024
Q4 | $359K | Sell |
9,531
-589
| -6% | -$22.2K | 0.07% | 178 |
|
|
2024
Q3 | $410K | Buy |
10,120
+410
| +4% | +$16.6K | 0.08% | 155 |
|
|
2024
Q2 | $336K | Buy |
9,710
+110
| +1% | +$3.81K | 0.07% | 171 |
|
|
2024
Q1 | $350K | Buy |
9,600
+48
| +0.5% | +$1.75K | 0.09% | 150 |
|
|
2023
Q4 | $343K | Sell |
9,552
-516
| -5% | -$18.5K | 0.1% | 147 |
|
|
2023
Q3 | $380K | Buy |
10,068
+874
| +10% | +$33K | 0.12% | 121 |
|
|
2023
Q2 | $375K | Sell |
9,194
-93
| -1% | -$3.79K | 0.13% | 111 |
|
|
2023
Q1 | $389K | Buy |
9,287
+341
| +4% | +$14.3K | 0.17% | 96 |
|
|
2022
Q4 | $387K | Buy |
+8,946
| New | +$387K | 0.2% | 79 |
|