Confluence Wealth Services’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 | $374K | Sell |
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|
2025
Q1 | $406K | Buy |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $362K | Sell |
|
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|
2024
Q2 | $355K | Hold |
|
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|
2024
Q1 | $385K | Buy |
|
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|
2023
Q4 | $328K | Sell |
|
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|
2023
Q3 | $346K | Hold |
|
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|
2023
Q2 | $373K | Buy |
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|
2023
Q1 | $382K | Buy |
|
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|
2022
Q4 | $391K | Buy |
|
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|
2022
Q3 | $338K | Sell |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $439K | Sell |
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|
2021
Q4 | $532K | Buy |
|