Colonial Trust 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 | $1.74K | Sell |
40
-115
| -74% | -$4.99K | ﹤0.01% | 638 |
|
|
2025
Q1 | $7.14K | Hold |
155
| – | – | ﹤0.01% | 532 |
|
|
2024
Q4 | $5.83K | Hold |
155
| – | – | ﹤0.01% | 546 |
|
|
2024
Q3 | $6.29K | Hold |
155
| – | – | ﹤0.01% | 602 |
|
|
2024
Q2 | $5.37K | Buy |
155
+115
| +288% | +$3.98K | ﹤0.01% | 602 |
|
|
2024
Q1 | $1.5K | Sell |
40
-24
| -38% | -$902 | ﹤0.01% | 829 |
|
|
2023
Q4 | $2.3K | Sell |
64
-50
| -44% | -$1.8K | ﹤0.01% | 696 |
|
|
2023
Q3 | $4.31K | Buy |
114
+4
| +4% | +$151 | ﹤0.01% | 632 |
|
|
2023
Q2 | $4.48K | Hold |
110
| – | – | ﹤0.01% | 651 |
|
|
2023
Q1 | $4.61K | Hold |
110
| – | – | ﹤0.01% | 630 |
|
|
2022
Q4 | $4.76K | Buy |
+110
| New | +$4.76K | ﹤0.01% | 625 |
|