Clearstead Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
9,620
+939
| +11% | +$40.8K | 0.01% | 653 |
|
|
2025
Q1 | $400K | Sell |
8,681
-630
| -7% | -$29K | 0.01% | 634 |
|
|
2024
Q4 | $350K | Sell |
9,311
-571
| -6% | -$21.5K | 0.01% | 672 |
|
|
2024
Q3 | $401K | Buy |
9,882
+157
| +2% | +$6.37K | 0.01% | 623 |
|
|
2024
Q2 | $337K | Sell |
9,725
-572
| -6% | -$19.8K | 0.01% | 638 |
|
|
2024
Q1 | $393K | Sell |
10,297
-223
| -2% | -$8.5K | 0.02% | 349 |
|
|
2023
Q4 | $378K | Sell |
10,520
-3,107
| -23% | -$112K | 0.02% | 357 |
|
|
2023
Q3 | $515K | Buy |
13,627
+10,249
| +303% | +$387K | 0.01% | 403 |
|
|
2023
Q2 | $138K | Buy |
3,378
+1,957
| +138% | +$79.7K | 0.01% | 502 |
|
|
2023
Q1 | $59.5K | Buy |
1,421
+552
| +64% | +$23.1K | ﹤0.01% | 624 |
|
|
2022
Q4 | $37.6K | Buy |
869
+201
| +30% | +$8.69K | ﹤0.01% | 670 |
|
|
2022
Q3 | $25K | Sell |
668
-683
| -51% | -$25.6K | ﹤0.01% | 731 |
|
|
2022
Q2 | $61K | Sell |
1,351
-616
| -31% | -$27.8K | ﹤0.01% | 577 |
|
|
2022
Q1 | $94K | Sell |
1,967
-781
| -28% | -$37.3K | 0.01% | 559 |
|
|
2021
Q4 | $113K | Buy |
2,748
+600
| +28% | +$24.7K | 0.01% | 502 |
|
|
2021
Q3 | $74K | Buy |
2,148
+1,038
| +94% | +$35.8K | 0.01% | 543 |
|
|
2021
Q2 | $35K | Buy |
1,110
+577
| +108% | +$18.2K | ﹤0.01% | 612 |
|
|
2021
Q1 | $17K | Hold |
533
| – | – | ﹤0.01% | 704 |
|
|
2020
Q4 | $16K | Hold |
533
| – | – | ﹤0.01% | 659 |
|
|
2020
Q3 | $14K | Hold |
533
| – | – | ﹤0.01% | 624 |
|
|
2020
Q2 | $14K | Hold |
533
| – | – | ﹤0.01% | 564 |
|
|
2020
Q1 | $14K | Buy |
+533
| New | +$14K | ﹤0.01% | 538 |
|