Cetera Investment Advisers’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
233,817
-11,968
| -5% | -$520K | 0.02% | 823 |
|
|
2025
Q1 | $11.3M | Buy |
245,785
+7,473
| +3% | +$344K | 0.02% | 705 |
|
|
2024
Q4 | $8.97M | Buy |
238,312
+6,783
| +3% | +$255K | 0.02% | 755 |
|
|
2024
Q3 | $9.39M | Buy |
231,529
+87,720
| +61% | +$3.56M | 0.02% | 726 |
|
|
2024
Q2 | $4.98M | Sell |
143,809
-18,492
| -11% | -$640K | 0.01% | 999 |
|
|
2024
Q1 | $6.1M | Buy |
162,301
+117,532
| +263% | +$4.42M | 0.01% | 885 |
|
|
2023
Q4 | $1.61M | Buy |
44,769
+1,857
| +4% | +$66.7K | 0.01% | 878 |
|
|
2023
Q3 | $1.62M | Buy |
42,912
+616
| +1% | +$23.3K | 0.01% | 835 |
|
|
2023
Q2 | $1.72M | Sell |
42,296
-1,863
| -4% | -$75.9K | 0.01% | 832 |
|
|
2023
Q1 | $1.85M | Sell |
44,159
-6,064
| -12% | -$254K | 0.02% | 773 |
|
|
2022
Q4 | $2.17M | Buy |
50,223
+14,867
| +42% | +$643K | 0.02% | 673 |
|
|
2022
Q3 | $1.32M | Buy |
35,356
+2,414
| +7% | +$90.4K | 0.03% | 606 |
|
|
2022
Q2 | $1.49M | Buy |
32,942
+3,396
| +11% | +$154K | 0.02% | 628 |
|
|
2022
Q1 | $1.41M | Buy |
29,546
+4,345
| +17% | +$207K | 0.02% | 693 |
|
|
2021
Q4 | $1.46M | Sell |
25,201
-207
| -0.8% | -$12K | 0.02% | 663 |
|
|
2021
Q3 | $1.23M | Sell |
25,408
-6,497
| -20% | -$314K | 0.02% | 705 |
|
|
2021
Q2 | $1.41M | Sell |
31,905
-6,270
| -16% | -$278K | 0.02% | 645 |
|
|
2021
Q1 | $1.67M | Sell |
38,175
-2,290
| -6% | -$100K | 0.03% | 476 |
|
|
2020
Q4 | $1.71M | Buy |
40,465
+23,171
| +134% | +$978K | 0.03% | 472 |
|
|
2020
Q3 | $618K | Sell |
17,294
-876
| -5% | -$31.3K | 0.05% | 334 |
|
|
2020
Q2 | $659K | Buy |
18,170
+564
| +3% | +$20.5K | 0.06% | 305 |
|
|
2020
Q1 | $648K | Buy |
17,606
+383
| +2% | +$14.1K | 0.08% | 256 |
|
|
2019
Q4 | $785K | Buy |
17,223
+6,038
| +54% | +$275K | 0.08% | 248 |
|
|
2019
Q3 | $539K | Sell |
11,185
-202
| -2% | -$9.73K | 0.07% | 298 |
|
|
2019
Q2 | $544K | Buy |
11,387
+150
| +1% | +$7.17K | 0.07% | 273 |
|
|
2019
Q1 | $564K | Buy |
11,237
+315
| +3% | +$15.8K | 0.08% | 248 |
|
|
2018
Q4 | $493K | Buy |
10,922
+86
| +0.8% | +$3.88K | 0.08% | 250 |
|
|
2018
Q3 | $471K | Buy |
10,836
+1,610
| +17% | +$70K | 0.07% | 275 |
|
|
2018
Q2 | $393K | Buy |
9,226
+2,165
| +31% | +$92.2K | 0.07% | 285 |
|
|
2018
Q1 | $274K | Buy |
7,061
+1,083
| +18% | +$42K | 0.05% | 315 |
|
|
2017
Q4 | $234K | Sell |
5,978
-92
| -2% | -$3.6K | 0.04% | 359 |
|
|
2017
Q3 | $231K | Buy |
6,070
+34
| +0.6% | +$1.29K | 0.05% | 343 |
|
|
2017
Q2 | $219K | Sell |
6,036
-410
| -6% | -$14.9K | 0.05% | 341 |
|
|
2017
Q1 | $233K | Buy |
+6,446
| New | +$233K | 0.06% | 314 |
|
|
2016
Q3 | – | Sell |
-8,557
| Closed | -$312K | – | 294 |
|
|
2016
Q2 | $312K | Sell |
8,557
-165
| -2% | -$6.02K | 0.12% | 208 |
|
|
2016
Q1 | $313K | Sell |
8,722
-494
| -5% | -$17.7K | 0.14% | 188 |
|
|
2015
Q4 | $258K | Buy |
+9,216
| New | +$258K | 0.12% | 207 |
|