Checchi Capital Advisers’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Sell |
10,769
-20
| -0.2% | -$868 | 0.03% | 348 |
|
|
2025
Q1 | $497K | Buy |
10,789
+839
| +8% | +$38.7K | 0.03% | 331 |
|
|
2024
Q4 | $375K | Sell |
9,950
-693
| -7% | -$26.1K | 0.02% | 385 |
|
|
2024
Q3 | $432K | Sell |
10,643
-795
| -7% | -$32.2K | 0.02% | 362 |
|
|
2024
Q2 | $396K | Sell |
11,438
-1,313
| -10% | -$45.4K | 0.02% | 372 |
|
|
2024
Q1 | $479K | Buy |
12,751
+1,064
| +9% | +$40K | 0.04% | 335 |
|
|
2023
Q4 | $420K | Sell |
11,687
-1,215
| -9% | -$43.6K | 0.03% | 343 |
|
|
2023
Q3 | $488K | Sell |
12,902
-144
| -1% | -$5.44K | 0.05% | 292 |
|
|
2023
Q2 | $531K | Buy |
13,046
+706
| +6% | +$28.8K | 0.05% | 281 |
|
|
2023
Q1 | $517K | Sell |
12,340
-306
| -2% | -$12.8K | 0.05% | 282 |
|
|
2022
Q4 | $547K | Sell |
12,646
-638
| -5% | -$27.6K | 0.06% | 252 |
|
|
2022
Q3 | $498K | Sell |
13,284
-28
| -0.2% | -$1.05K | 0.05% | 265 |
|
|
2022
Q2 | $619K | Buy |
13,312
+1,893
| +17% | +$88K | 0.05% | 245 |
|
|
2022
Q1 | $544K | Sell |
11,419
-2,817
| -20% | -$134K | 0.05% | 242 |
|
|
2021
Q4 | $586K | Buy |
14,236
+234
| +2% | +$9.63K | 0.05% | 225 |
|
|
2021
Q3 | $483K | Buy |
14,002
+314
| +2% | +$10.8K | 0.05% | 247 |
|
|
2021
Q2 | $433K | Buy |
13,688
+449
| +3% | +$14.2K | 0.04% | 267 |
|
|
2021
Q1 | $413K | Buy |
13,239
+171
| +1% | +$5.33K | 0.04% | 267 |
|
|
2020
Q4 | $394K | Buy |
13,068
+669
| +5% | +$20.2K | 0.04% | 266 |
|
|
2020
Q3 | $316K | Sell |
12,399
-128
| -1% | -$3.26K | 0.04% | 287 |
|
|
2020
Q2 | $324K | Sell |
12,527
-126
| -1% | -$3.26K | 0.04% | 275 |
|
|
2020
Q1 | $332K | Buy |
12,653
+1,925
| +18% | +$50.5K | 0.03% | 228 |
|
|
2019
Q4 | $349K | Sell |
10,728
-1,185
| -10% | -$38.6K | 0.05% | 258 |
|
|
2019
Q3 | $411K | Buy |
11,913
+956
| +9% | +$33K | 0.05% | 227 |
|
|
2019
Q2 | $375K | Sell |
10,957
-1
| -0% | -$34 | 0.05% | 248 |
|
|
2019
Q1 | $392K | Sell |
10,958
-499
| -4% | -$17.9K | 0.05% | 222 |
|
|
2018
Q4 | $369K | Sell |
11,457
-1,680
| -13% | -$54.1K | 0.05% | 212 |
|
|
2018
Q3 | $409K | Buy |
13,137
+1,411
| +12% | +$43.9K | 0.05% | 245 |
|
|
2018
Q2 | $356K | Buy |
11,726
+870
| +8% | +$26.4K | 0.04% | 253 |
|
|
2018
Q1 | $302K | Buy |
10,856
+234
| +2% | +$6.51K | 0.04% | 287 |
|
|
2017
Q4 | $299K | Buy |
10,622
+59
| +0.6% | +$1.66K | 0.04% | 291 |
|
|
2017
Q3 | $284K | Buy |
10,563
+403
| +4% | +$10.8K | 0.03% | 282 |
|
|
2017
Q2 | $261K | Sell |
10,160
-412
| -4% | -$10.6K | 0.03% | 304 |
|
|
2017
Q1 | $271K | Sell |
10,572
-1,262
| -11% | -$32.4K | 0.03% | 302 |
|
|
2016
Q4 | $300K | Buy |
11,834
+95
| +0.8% | +$2.41K | 0.04% | 265 |
|
|
2016
Q3 | $279K | Buy |
11,739
+1,852
| +19% | +$44K | 0.03% | 262 |
|
|
2016
Q2 | $256K | Sell |
9,887
-1,522
| -13% | -$39.4K | 0.03% | 267 |
|
|
2016
Q1 | $292K | Buy |
+11,409
| New | +$292K | 0.06% | 238 |
|
|
2015
Q4 | – | Sell |
-11,960
| Closed | -$253K | – | 362 |
|
|
2015
Q3 | $253K | Buy |
11,960
+790
| +7% | +$16.7K | 0.07% | 251 |
|
|
2015
Q2 | $250K | Buy |
11,170
+1,165
| +12% | +$26.1K | 0.07% | 277 |
|
|
2015
Q1 | $240K | Buy |
10,005
+1,195
| +14% | +$28.7K | 0.07% | 274 |
|
|
2014
Q4 | $233K | Buy |
+8,810
| New | +$233K | 0.09% | 251 |
|