Cooper Financial Group’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$666K Sell
2025
Q2
$679K Sell
2025
Q1
$758K Buy
2024
Q4
$562K Sell
2024
Q3
$617K Sell
2024
Q2
$615K Buy
2024
Q1
$510K Buy
2023
Q4
$409K Sell
2023
Q3
$512K Buy
2023
Q2
$547K Buy
2023
Q1
$509K Buy
2022
Q4
$437K Buy
2022
Q3
$333K Buy
2022
Q2
$290K Buy
2022
Q1
$300K Buy
2021
Q4
$201K Buy