Farther Finance Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
12,999
-973
| -7% | -$42.2K | 0.01% | 851 |
|
|
2025
Q1 | $642K | Buy |
13,972
+7,789
| +126% | +$358K | 0.02% | 675 |
|
|
2024
Q4 | $233K | Sell |
6,183
-1,063
| -15% | -$40K | 0.01% | 917 |
|
|
2024
Q3 | $294K | Buy |
7,246
+2,339
| +48% | +$94.8K | 0.01% | 837 |
|
|
2024
Q2 | $170K | Buy |
4,907
+204
| +4% | +$7.05K | 0.01% | 914 |
|
|
2024
Q1 | $175K | Buy |
4,703
+291
| +7% | +$10.8K | 0.01% | 732 |
|
|
2023
Q4 | $158K | Buy |
4,412
+1,293
| +41% | +$46.4K | 0.01% | 634 |
|
|
2023
Q3 | $118K | Buy |
3,119
+1,646
| +112% | +$62.2K | 0.02% | 507 |
|
|
2023
Q2 | $60K | Buy |
1,473
+41
| +3% | +$1.67K | 0.01% | 608 |
|
|
2023
Q1 | $60K | Buy |
1,432
+43
| +3% | +$1.8K | 0.02% | 554 |
|
|
2022
Q4 | $60K | Buy |
+1,389
| New | +$60K | 0.02% | 450 |
|