Essex Financial Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
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|
2025
Q1 | $260K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $255K | Sell |
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|
2023
Q4 | $247K | Buy |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $307K | Buy |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $385K | Sell |
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|
2021
Q4 | $466K | Buy |
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|
2021
Q3 | $370K | Buy |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | $240K | Hold |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $223K | Hold |
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|
2019
Q4 | $276K | Buy |
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|
2019
Q3 | $271K | Sell |
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|
2019
Q2 | $461K | Sell |
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|
2019
Q1 | $784K | Buy |
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|
2018
Q4 | $331K | Hold |
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|
2018
Q3 | $320K | Sell |
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|
2018
Q2 | $313K | Hold |
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|
2018
Q1 | $287K | Hold |
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|
2017
Q4 | $298K | Hold |
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|
2017
Q3 | $277K | Hold |
|
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|
2017
Q2 | $265K | Buy |
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|
2017
Q1 | $264K | Hold |
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|
2016
Q4 | $260K | Sell |
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|
2016
Q3 | $261K | Sell |
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|
2016
Q2 | $295K | Buy |
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|
2016
Q1 | $281K | Hold |
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|
2015
Q4 | $218K | Hold |
|
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|
2015
Q3 | $233K | Sell |
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|
2015
Q2 | $265K | Sell |
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|
2015
Q1 | $304K | Hold |
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|
2014
Q4 | $335K | Hold |
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|
2014
Q3 | $308K | Hold |
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|
2014
Q2 | $330K | Hold |
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|
2014
Q1 | $303K | Sell |
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|
2013
Q4 | $256K | Sell |
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|
2013
Q3 | $511 | Sell |
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|
2013
Q2 | $566K | Buy |
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