Cooper Financial Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Sell |
15,643
-801
| -5% | -$34.8K | 0.08% | 200 |
|
|
2025
Q1 | $758K | Buy |
16,444
+1,515
| +10% | +$69.8K | 0.1% | 177 |
|
|
2024
Q4 | $562K | Sell |
14,929
-293
| -2% | -$11K | 0.07% | 225 |
|
|
2024
Q3 | $617K | Sell |
15,222
-2,558
| -14% | -$104K | 0.08% | 210 |
|
|
2024
Q2 | $615K | Buy |
17,780
+4,198
| +31% | +$145K | 0.09% | 194 |
|
|
2024
Q1 | $510K | Buy |
13,582
+2,184
| +19% | +$82.1K | 0.08% | 209 |
|
|
2023
Q4 | $409K | Sell |
11,398
-2,139
| -16% | -$76.8K | 0.07% | 233 |
|
|
2023
Q3 | $512K | Buy |
13,537
+103
| +0.8% | +$3.89K | 0.12% | 188 |
|
|
2023
Q2 | $547K | Buy |
13,434
+1,287
| +11% | +$52.4K | 0.14% | 175 |
|
|
2023
Q1 | $509K | Buy |
12,147
+2,032
| +20% | +$85.1K | 0.14% | 163 |
|
|
2022
Q4 | $437K | Buy |
10,115
+1,223
| +14% | +$52.9K | 0.13% | 164 |
|
|
2022
Q3 | $333K | Buy |
8,892
+2,485
| +39% | +$93.1K | 0.12% | 171 |
|
|
2022
Q2 | $290K | Buy |
6,407
+103
| +2% | +$4.66K | 0.11% | 185 |
|
|
2022
Q1 | $300K | Buy |
6,304
+1,438
| +30% | +$68.4K | 0.11% | 172 |
|
|
2021
Q4 | $201K | Buy |
+4,866
| New | +$201K | 0.08% | 228 |
|