Cornerstone Planning 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 | $79.5K | Buy |
1,780
+452
| +34% | +$20.2K | 0.02% | 177 |
|
|
2025
Q1 | $62.2K | Buy |
1,328
+129
| +11% | +$6.04K | 0.01% | 200 |
|
|
2024
Q4 | $48.8K | Buy |
1,199
+36
| +3% | +$1.47K | 0.01% | 187 |
|
|
2024
Q3 | $46K | Buy |
1,163
+9
| +0.8% | +$356 | 0.01% | 199 |
|
|
2024
Q2 | $43.3K | Buy |
+1,154
| New | +$43.3K | 0.01% | 218 |
|
|
2024
Q1 | – | Sell |
-16
| Closed | -$574 | – | 1130 |
|
|
2023
Q4 | $574 | Hold |
16
| – | – | ﹤0.01% | 763 |
|
|
2023
Q3 | $605 | Buy |
+16
| New | +$605 | ﹤0.01% | 871 |
|