Clifford Swan Investment Counsel’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $232K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $217K | Sell |
|
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|
2023
Q4 | $216K | Hold |
|
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|
2023
Q3 | $227K | Buy |
|
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $248K | Hold |
|
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $342K | Buy |
|
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|
2021
Q3 | $290K | Sell |
|
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|
2021
Q2 | $256K | Hold |
|
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|
2021
Q1 | $240K | Sell |
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|
2020
Q4 | $236K | Buy |
|
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|
2019
Q4 | – | Sell |
|
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|
2019
Q3 | $205K | Sell |
|
|||||
|
2019
Q2 | $246K | Hold |
|
|||||
|
2019
Q1 | $257K | Sell |
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|
2018
Q4 | $232K | Hold |
|
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|
2018
Q3 | $224K | Hold |
|
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|
2018
Q2 | $219K | Hold |
|
|||||
|
2018
Q1 | $200K | Sell |
|
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|
2017
Q4 | $206K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $233K | Hold |
|
|||||
|
2016
Q2 | $254K | Hold |
|
|||||
|
2016
Q1 | $251K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $220K | Hold |
|
|||||
|
2015
Q2 | $233K | Sell |
|
|||||
|
2015
Q1 | $291K | Hold |
|
|||||
|
2014
Q4 | $321K | Hold |
|
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|
2014
Q3 | $295K | Hold |
|
|||||
|
2014
Q2 | $316K | Sell |
|
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|
2014
Q1 | $294K | Buy |
|
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|
2013
Q4 | $237K | Buy |
|
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|
2013
Q3 | $253K | Hold |
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|
2013
Q2 | $264K | Buy |
|