Center for Financial Planning’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8K | Sell |
939
-326
| -26% | -$14.2K | ﹤0.01% | 318 |
|
|
2025
Q1 | $58.3K | Hold |
1,265
| – | – | 0.01% | 262 |
|
|
2024
Q4 | $47.6K | Hold |
1,265
| – | – | 0.01% | 274 |
|
|
2024
Q3 | $51.3K | Hold |
1,265
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $43.8K | Hold |
1,265
| – | – | 0.01% | 253 |
|
|
2024
Q1 | $47.5K | Hold |
1,265
| – | – | 0.01% | 245 |
|
|
2023
Q4 | $45.4K | Hold |
1,265
| – | – | 0.01% | 229 |
|
|
2023
Q3 | $47.8K | Hold |
1,265
| – | – | 0.01% | 221 |
|
|
2023
Q2 | $51.5K | Hold |
1,265
| – | – | 0.01% | 225 |
|
|
2023
Q1 | $53K | Hold |
1,265
| – | – | 0.01% | 213 |
|
|
2022
Q4 | $54.7K | Buy |
1,265
+279
| +28% | +$12.1K | 0.01% | 211 |
|
|
2022
Q3 | $37K | Hold |
986
| – | – | 0.01% | 234 |
|
|
2022
Q2 | $45K | Hold |
986
| – | – | 0.01% | 228 |
|
|
2022
Q1 | $47K | Buy |
986
+61
| +7% | +$2.91K | 0.01% | 232 |
|
|
2021
Q4 | $38K | Hold |
925
| – | – | 0.01% | 260 |
|
|
2021
Q3 | $32K | Hold |
925
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $29K | Buy |
925
+99
| +12% | +$3.1K | 0.01% | 273 |
|
|
2021
Q1 | $26K | Hold |
826
| – | – | 0.01% | 275 |
|
|
2020
Q4 | $25K | Hold |
826
| – | – | 0.01% | 259 |
|
|
2020
Q3 | $21K | Hold |
826
| – | – | 0.01% | 252 |
|
|
2020
Q2 | $21K | Hold |
826
| – | – | 0.01% | 254 |
|
|
2020
Q1 | $22K | Hold |
826
| – | – | 0.01% | 244 |
|
|
2019
Q4 | $27K | Buy |
+826
| New | +$27K | 0.01% | 233 |
|