Empire Financial Management Company’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
56,701
-10
| -0% | -$434 | 0.71% | 41 |
|
|
2025
Q1 | $2.61M | Hold |
56,711
| – | – | 0.81% | 35 |
|
|
2024
Q4 | $2.13M | Sell |
56,711
-1,000
| -2% | -$37.6K | 0.67% | 47 |
|
|
2024
Q3 | $2.34M | Buy |
57,711
+400
| +0.7% | +$16.2K | 0.72% | 45 |
|
|
2024
Q2 | $1.98M | Sell |
57,311
-700
| -1% | -$24.2K | 0.66% | 50 |
|
|
2024
Q1 | $2.18M | Hold |
58,011
| – | – | 0.72% | 43 |
|
|
2023
Q4 | $2.08M | Hold |
58,011
| – | – | 0.82% | 39 |
|
|
2023
Q3 | $2.19M | Sell |
58,011
-300
| -0.5% | -$11.3K | 0.96% | 28 |
|
|
2023
Q2 | $2.38M | Hold |
58,311
| – | – | 0.95% | 33 |
|
|
2023
Q1 | $2.44M | Buy |
+58,311
| New | +$2.44M | 1% | 33 |
|