CX Institutional’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
6,083
+95
| +2% | +$4.12K | 0.01% | 543 |
|
|
2025
Q1 | $276K | Buy |
+5,988
| New | +$276K | 0.01% | 504 |
|
|
2023
Q4 | – | Sell |
-6,782
| Closed | -$256K | – | 539 |
|
|
2023
Q3 | $256K | Buy |
6,782
+26
| +0.4% | +$982 | 0.01% | 432 |
|
|
2023
Q2 | $275K | Buy |
6,756
+669
| +11% | +$27.3K | 0.01% | 444 |
|
|
2023
Q1 | $255K | Buy |
+6,087
| New | +$255K | 0.01% | 434 |
|
|
2022
Q3 | – | Sell |
-2,552
| Closed | -$116K | – | 689 |
|
|
2022
Q2 | $116K | Buy |
+2,552
| New | +$116K | 0.01% | 529 |
|
|
2021
Q4 | – | Sell |
-2,681
| Closed | -$92K | – | 524 |
|
|
2021
Q3 | $92K | Buy |
2,681
+163
| +6% | +$5.59K | 0.01% | 462 |
|
|
2021
Q2 | $80K | Buy |
2,518
+614
| +32% | +$19.5K | 0.01% | 479 |
|
|
2021
Q1 | $59K | Buy |
1,904
+475
| +33% | +$14.7K | 0.01% | 460 |
|
|
2020
Q4 | $43K | Sell |
1,429
-1,151
| -45% | -$34.6K | ﹤0.01% | 467 |
|
|
2020
Q3 | $66K | Buy |
2,580
+2,302
| +828% | +$58.9K | 0.01% | 354 |
|
|
2020
Q2 | $7K | Buy |
278
+139
| +100% | +$3.5K | ﹤0.01% | 612 |
|
|
2020
Q1 | $4K | Sell |
139
-213
| -61% | -$6.13K | ﹤0.01% | 577 |
|
|
2019
Q4 | $11K | Sell |
352
-57
| -14% | -$1.78K | ﹤0.01% | 421 |
|
|
2019
Q3 | $14K | Buy |
409
+35
| +9% | +$1.2K | ﹤0.01% | 417 |
|
|
2019
Q2 | $13K | Buy |
374
+54
| +17% | +$1.88K | ﹤0.01% | 445 |
|
|
2019
Q1 | $11K | Buy |
320
+263
| +461% | +$9.04K | ﹤0.01% | 444 |
|
|
2018
Q4 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 452 |
|