Financial Counselors Inc’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-56,762
| Closed | -$2.62M | – | 194 |
|
|
2025
Q1 | $2.62M | Sell |
56,762
-2,153
| -4% | -$99.2K | 0.04% | 247 |
|
|
2024
Q4 | $2.22M | Sell |
58,915
-1,938
| -3% | -$72.9K | 0.03% | 260 |
|
|
2024
Q3 | $2.47M | Buy |
60,853
+151
| +0.2% | +$6.12K | 0.04% | 259 |
|
|
2024
Q2 | $2.1M | Buy |
60,702
+81
| +0.1% | +$2.8K | 0.03% | 261 |
|
|
2024
Q1 | $2.28M | Sell |
60,621
-875
| -1% | -$32.9K | 0.04% | 257 |
|
|
2023
Q4 | $2.21M | Buy |
61,496
+535
| +0.9% | +$19.2K | 0.04% | 258 |
|
|
2023
Q3 | $2.3M | Sell |
60,961
-1,196
| -2% | -$45.2K | 0.05% | 246 |
|
|
2023
Q2 | $2.53M | Sell |
62,157
-107
| -0.2% | -$4.36K | 0.05% | 226 |
|
|
2023
Q1 | $2.61M | Sell |
62,264
-1,475
| -2% | -$61.8K | 0.06% | 224 |
|
|
2022
Q4 | $2.76M | Sell |
63,739
-1,823
| -3% | -$78.8K | 0.06% | 224 |
|
|
2022
Q3 | $2.46M | Buy |
65,562
+1,028
| +2% | +$38.5K | 0.06% | 219 |
|
|
2022
Q2 | $2.93M | Buy |
64,534
+520
| +0.8% | +$23.6K | 0.07% | 207 |
|
|
2022
Q1 | $3.05M | Sell |
64,014
-27,545
| -30% | -$1.31M | 0.06% | 217 |
|
|
2021
Q4 | $3.77M | Sell |
91,559
-2,853
| -3% | -$118K | 0.08% | 210 |
|
|
2021
Q3 | $3.26M | Sell |
94,412
-681
| -0.7% | -$23.5K | 0.07% | 220 |
|
|
2021
Q2 | $3.01M | Sell |
95,093
-1,596
| -2% | -$50.4K | 0.07% | 226 |
|
|
2021
Q1 | $3.02M | Sell |
96,689
-2,594
| -3% | -$80.9K | 0.07% | 224 |
|
|
2020
Q4 | $2.99M | Sell |
99,283
-1,024
| -1% | -$30.8K | 0.08% | 222 |
|
|
2020
Q3 | $2.56M | Sell |
100,307
-455
| -0.5% | -$11.6K | 0.08% | 212 |
|
|
2020
Q2 | $2.61M | Buy |
100,762
+310
| +0.3% | +$8.02K | 0.08% | 208 |
|
|
2020
Q1 | $2.64M | Buy |
100,452
+4,175
| +4% | +$110K | 0.12% | 173 |
|
|
2019
Q4 | $3.13M | Sell |
96,277
-171
| -0.2% | -$5.56K | 0.11% | 180 |
|
|
2019
Q3 | $3.32M | Sell |
96,448
-558
| -0.6% | -$19.2K | 0.13% | 168 |
|
|
2019
Q2 | $3.32M | Buy |
97,006
+61
| +0.1% | +$2.09K | 0.13% | 164 |
|
|
2019
Q1 | $3.47M | Buy |
96,945
+365
| +0.4% | +$13.1K | 0.15% | 159 |
|
|
2018
Q4 | $3.11M | Buy |
96,580
+835
| +0.9% | +$26.9K | 0.15% | 162 |
|
|
2018
Q3 | $2.98M | Sell |
95,745
-3,079
| -3% | -$95.9K | 0.13% | 175 |
|
|
2018
Q2 | $3M | Sell |
98,824
-1,157
| -1% | -$35.2K | 0.14% | 175 |
|
|
2018
Q1 | $2.78M | Buy |
99,981
+161
| +0.2% | +$4.48K | 0.13% | 173 |
|
|
2017
Q4 | $2.81M | Sell |
99,820
-1,821
| -2% | -$51.2K | 0.13% | 178 |
|
|
2017
Q3 | $2.73M | Buy |
101,641
+547
| +0.5% | +$14.7K | 0.13% | 178 |
|
|
2017
Q2 | $2.6M | Sell |
101,094
-251
| -0.2% | -$6.46K | 0.13% | 183 |
|
|
2017
Q1 | $2.6M | Sell |
101,345
-5,245
| -5% | -$135K | 0.13% | 178 |
|
|
2016
Q4 | $2.7M | Buy |
+106,590
| New | +$2.7M | 0.14% | 172 |
|
|
2016
Q2 | $3.77M | Sell |
145,401
-1,091
| -0.7% | -$28.3K | 0.23% | 148 |
|
|
2016
Q1 | $3.75M | Sell |
146,492
-925
| -0.6% | -$23.7K | 0.23% | 150 |
|
|
2015
Q4 | $2.92M | Sell |
147,417
-9,896
| -6% | -$196K | 0.19% | 157 |
|
|
2015
Q3 | $3.33M | Sell |
157,313
-1,625
| -1% | -$34.4K | 0.23% | 143 |
|
|
2015
Q2 | $3.56M | Sell |
158,938
-2,658
| -2% | -$59.6K | 0.23% | 141 |
|
|
2015
Q1 | $3.87M | Sell |
161,596
-9,632
| -6% | -$231K | 0.24% | 137 |
|
|
2014
Q4 | $4.53M | Sell |
171,228
-13,408
| -7% | -$355K | 0.29% | 115 |
|
|
2014
Q3 | $4.49M | Sell |
184,636
-3,008
| -2% | -$73.1K | 0.31% | 105 |
|
|
2014
Q2 | $4.88M | Sell |
187,644
-50,135
| -21% | -$1.3M | 0.34% | 99 |
|
|
2014
Q1 | $5.69M | Sell |
237,779
-5,706
| -2% | -$137K | 0.41% | 80 |
|
|
2013
Q4 | $4.76M | Sell |
243,485
-5,643
| -2% | -$110K | 0.36% | 101 |
|
|
2013
Q3 | $5.27M | Sell |
249,128
-7,781
| -3% | -$165K | 0.44% | 77 |
|
|
2013
Q2 | $5.66M | Buy |
+256,909
| New | +$5.66M | 0.47% | 67 |
|