CRA Financial Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
5,214
-478
| -8% | -$20.8K | 0.03% | 254 |
|
|
2025
Q1 | $262K | Sell |
5,692
-361
| -6% | -$16.6K | 0.04% | 224 |
|
|
2024
Q4 | $228K | Sell |
6,053
-579
| -9% | -$21.8K | 0.04% | 235 |
|
|
2024
Q3 | $269K | Sell |
6,632
-465
| -7% | -$18.9K | 0.05% | 211 |
|
|
2024
Q2 | $246K | Sell |
7,097
-1,200
| -14% | -$41.5K | 0.05% | 212 |
|
|
2024
Q1 | $312K | Sell |
8,297
-612
| -7% | -$23K | 0.07% | 174 |
|
|
2023
Q4 | $320K | Sell |
8,909
-50
| -0.6% | -$1.8K | 0.08% | 155 |
|
|
2023
Q3 | $339K | Sell |
8,959
-405
| -4% | -$15.3K | 0.09% | 135 |
|
|
2023
Q2 | $381K | Buy |
9,364
+2,409
| +35% | +$98.1K | 0.1% | 127 |
|
|
2023
Q1 | $291K | Hold |
6,955
| – | – | 0.09% | 151 |
|
|
2022
Q4 | $301K | Sell |
6,955
-905
| -12% | -$39.1K | 0.1% | 141 |
|
|
2022
Q3 | $294K | Sell |
7,860
-150
| -2% | -$5.61K | 0.11% | 144 |
|
|
2022
Q2 | $363K | Buy |
8,010
+100
| +1% | +$4.53K | 0.12% | 135 |
|
|
2022
Q1 | $377K | Sell |
7,910
-3,180
| -29% | -$152K | 0.11% | 128 |
|
|
2021
Q4 | $457K | Sell |
11,090
-1,269
| -10% | -$52.3K | 0.14% | 115 |
|
|
2021
Q3 | $426K | Buy |
12,359
+2,538
| +26% | +$87.5K | 0.14% | 118 |
|
|
2021
Q2 | $310K | Hold |
9,821
| – | – | 0.11% | 139 |
|
|
2021
Q1 | $306K | Buy |
9,821
+1,402
| +17% | +$43.7K | 0.12% | 125 |
|
|
2020
Q4 | $254K | Buy |
+8,419
| New | +$254K | 0.11% | 130 |
|