Financial Perspectives’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6K | Buy |
544
+5
| +0.9% | +$217 | 0.01% | 398 |
|
|
2025
Q1 | $24.9K | Buy |
539
+5
| +0.9% | +$231 | 0.01% | 384 |
|
|
2024
Q4 | $20.1K | Buy |
534
+5
| +0.9% | +$188 | 0.01% | 405 |
|
|
2024
Q3 | $21.5K | Buy |
529
+5
| +1% | +$203 | 0.01% | 379 |
|
|
2024
Q2 | $18.1K | Buy |
524
+6
| +1% | +$208 | 0.01% | 394 |
|
|
2024
Q1 | $19.5K | Buy |
518
+5
| +1% | +$188 | 0.01% | 387 |
|
|
2023
Q4 | $18.4K | Buy |
513
+5
| +1% | +$180 | 0.01% | 390 |
|
|
2023
Q3 | $19.2K | Buy |
508
+4
| +0.8% | +$151 | 0.01% | 364 |
|
|
2023
Q2 | $20.5K | Buy |
504
+5
| +1% | +$204 | 0.01% | 364 |
|
|
2023
Q1 | $20.9K | Buy |
499
+4
| +0.8% | +$168 | 0.01% | 354 |
|
|
2022
Q4 | $21.4K | Buy |
495
+4
| +0.8% | +$173 | 0.01% | 347 |
|
|
2022
Q3 | $18.4K | Buy |
491
+4
| +0.8% | +$150 | 0.01% | 356 |
|
|
2022
Q2 | $22.1K | Buy |
487
+3
| +0.6% | +$136 | 0.01% | 337 |
|
|
2022
Q1 | $23.1K | Sell |
484
-189
| -28% | -$9K | 0.01% | 350 |
|
|
2021
Q4 | $27.7K | Buy |
673
+4
| +0.6% | +$165 | 0.01% | 315 |
|
|
2021
Q3 | $23.1K | Buy |
669
+6
| +0.9% | +$207 | 0.01% | 341 |
|
|
2021
Q2 | $21K | Sell |
663
-28,127
| -98% | -$890K | 0.01% | 372 |
|
|
2021
Q1 | $469K | Buy |
28,790
+28,138
| +4,316% | +$458K | 0.02% | 298 |
|
|
2020
Q4 | $19.6K | Buy |
652
+6
| +0.9% | +$181 | 0.01% | 338 |
|
|
2020
Q3 | $16.5K | Buy |
646
+7
| +1% | +$179 | 0.01% | 312 |
|
|
2020
Q2 | $16.6K | Buy |
639
+5
| +0.8% | +$130 | 0.01% | 305 |
|
|
2020
Q1 | $16.6K | Hold |
634
| – | – | 0.01% | 261 |
|
|
2019
Q4 | $20.6K | Buy |
+634
| New | +$20.6K | 0.01% | 255 |
|