Colonial Trust’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.2K | Sell |
949
-34
| -3% | -$1.48K | 0.01% | 574 |
|
|
2025
Q1 | $45.3K | Sell |
983
-361
| -27% | -$16.6K | 0.01% | 560 |
|
|
2024
Q4 | $50.6K | Buy |
1,344
+408
| +44% | +$15.4K | 0.01% | 575 |
|
|
2024
Q3 | $37.8K | Buy |
936
+44
| +5% | +$1.78K | 0.01% | 597 |
|
|
2024
Q2 | $31K | Hold |
892
| – | – | 0.01% | 592 |
|
|
2024
Q1 | $33.3K | Sell |
892
-3
| -0.3% | -$112 | 0.01% | 572 |
|
|
2023
Q4 | $32.1K | Buy |
895
+25
| +3% | +$896 | 0.01% | 569 |
|
|
2023
Q3 | $35.3K | Hold |
870
| – | – | 0.01% | 533 |
|
|
2023
Q2 | $34.9K | Hold |
870
| – | – | 0.01% | 525 |
|
|
2023
Q1 | $36.1K | Sell |
870
-5
| -0.6% | -$207 | 0.01% | 509 |
|
|
2022
Q4 | $37.7K | Buy |
+875
| New | +$37.7K | 0.01% | 487 |
|