CLA (CliftonLarsonAllen) Wealth Advisors’s Exelon EXC Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.57M	Sell	52,338 -508	-1%	-$23.6K	0.04%	129
2025 Q4	$2.3M	Buy	52,846 +4,158	+9%	+$190K	0.03%	122
2025 Q3	$2.19M	Sell	48,688 -1,081	-2%	-$47.5K	0.03%	125
2025 Q2	$2.16M	Sell	49,769 -1,875	-4%	-$83.5K	0.04%	123
2025 Q1	$2.38M	Buy	51,644 +1,505	+3%	+$62.9K	0.04%	110
2024 Q4	$1.89M	Buy	50,139 +368	+0.7%	+$14.3K	0.04%	116
2024 Q3	$2.02M	Buy	49,771 +1,036	+2%	+$39K	0.05%	114
2024 Q2	$1.69M	Sell	48,735 -765	-2%	-$28.2K	0.04%	120
2024 Q1	$1.86M	Sell	49,500 -30	-0.1%	-$1.07K	0.04%	105
2023 Q4	$1.78M	Buy	49,530 +1,330	+3%	+$51.2K	0.04%	114
2023 Q3	$1.82M	Hold	48,200	–	–	0.05%	99
2023 Q2	$1.96M	Sell	48,200 -310	-0.6%	-$12.8K	0.06%	102
2023 Q1	$2.03M	Buy	48,510 +310	+0.6%	+$12.9K	0.06%	99
2022 Q4	$2.08M	Hold	48,200	–	–	0.08%	99
2022 Q3	$1.81M	Hold	48,200	–	–	0.22%	42
2022 Q2	$2.18M	Hold	48,200	–	–	0.09%	95
2022 Q1	$2.3M	Sell	48,200 -19,430	-29%	-$823K	0.08%	99
2021 Q4	$2.79M	Sell	67,630 -45	-0.1%	-$1.7K	0.1%	85
2021 Q3	$2.33M	Buy	67,675 +59	+0.1%	+$2.02K	0.09%	93
2021 Q2	$2.14M	Sell	67,616 -322	-0.5%	-$10.4K	0.09%	96
2021 Q1	$2.12M	Buy	67,938 +3	+0%	+$90	0.1%	93
2020 Q4	$2.05M	Buy	67,935 +359	+0.5%	+$10.6K	0.1%	89
2020 Q3	$1.72M	Sell	67,576 -298	-0.4%	-$7.9K	0.1%	89
2020 Q2	$1.76M	Buy	+67,874	New	+$1.8M	0.11%	87
2019 Q4	$2.21M	Hold	67,874	–	–	0.18%	71
2019 Q3	$2.34M	Buy	67,874 +298	+0.4%	+$10K	0.2%	63
2019 Q2	$2.31M	Buy	67,576 +280	+0.4%	+$9.88K	0.23%	56
2019 Q1	$2.41M	Sell	67,296 -930	-1%	-$31.7K	0.26%	51
2018 Q4	$2.19M	Sell	68,226 -150	-0.2%	-$4.8K	0.22%	65
2018 Q3	$2.13M	Buy	68,376 +281	+0.4%	+$8.65K	0.2%	61
2018 Q2	$2.07M	Buy	68,095 +318	+0.5%	+$9.1K	0.2%	63
2018 Q1	$1.89M	Sell	67,777 -268	-0.4%	-$7.24K	0.19%	62
2017 Q4	$1.91M	Sell	68,045 -92	-0.1%	-$2.64K	0.2%	60
2017 Q3	$1.83M	Sell	68,137 -3	-0%	-$80	0.19%	63
2017 Q2	$1.75M	Hold	68,140	–	–	0.2%	65
2017 Q1	$1.75M	Buy	68,140 +220	+0.3%	+$5.61K	0.2%	65
2016 Q4	$1.72M	Sell	67,920 -7	-0%	-$166	0.2%	62
2016 Q3	$1.61M	Buy	67,927 +3	+0%	+$75	0.2%	65
2016 Q2	$1.76M	Sell	67,924 -280	-0.4%	-$6.93K	0.25%	58
2016 Q1	$1.75M	Sell	68,204 -2,328	-3%	-$52.2K	0.27%	56
2015 Q4	$1.4M	Buy	70,532 +45	+0.1%	+$912	0.23%	63
2015 Q3	$1.49M	Buy	70,487 +3,191	+5%	+$71.7K	0.28%	60
2015 Q2	$1.51M	Hold	67,296	–	–	0.3%	46
2015 Q1	$1.61M	Buy	+67,296	New	+$1.67M	0.36%	42