First Heartland Consultants’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
7,983
+1,362
| +21% | +$59.1K | 0.03% | 355 |
|
|
2025
Q1 | $305K | Sell |
6,621
-169
| -2% | -$7.79K | 0.03% | 341 |
|
|
2024
Q4 | $256K | Sell |
6,790
-128
| -2% | -$4.82K | 0.03% | 383 |
|
|
2024
Q3 | $281K | Buy |
6,918
+152
| +2% | +$6.17K | 0.03% | 352 |
|
|
2024
Q2 | $234 | Sell |
6,766
-393
| -5% | -$14 | 0.02% | 382 |
|
|
2024
Q1 | $269K | Buy |
7,159
+81
| +1% | +$3.04K | 0.03% | 352 |
|
|
2023
Q4 | $254K | Buy |
7,078
+152
| +2% | +$5.46K | 0.03% | 313 |
|
|
2023
Q3 | $262K | Sell |
6,926
-118
| -2% | -$4.46K | 0.03% | 313 |
|
|
2023
Q2 | $287K | Buy |
7,044
+54
| +0.8% | +$2.2K | 0.04% | 296 |
|
|
2023
Q1 | $293K | Sell |
6,990
-202
| -3% | -$8.46K | 0.04% | 277 |
|
|
2022
Q4 | $311K | Buy |
7,192
+51
| +0.7% | +$2.21K | 0.05% | 275 |
|
|
2022
Q3 | $267 | Buy |
7,141
+922
| +15% | +$34 | 0.02% | 279 |
|
|
2022
Q2 | $281K | Buy |
+6,219
| New | +$281K | 0.04% | 275 |
|
|
2017
Q4 | – | Sell |
-8,802
| Closed | -$236K | – | 290 |
|
|
2017
Q3 | $236K | Sell |
8,802
-175
| -2% | -$4.69K | 0.06% | 298 |
|
|
2017
Q2 | $231K | Hold |
8,977
| – | – | 0.06% | 304 |
|
|
2017
Q1 | $230K | Sell |
8,977
-1,377
| -13% | -$35.3K | 0.06% | 300 |
|
|
2016
Q4 | $262K | Buy |
10,354
+72
| +0.7% | +$1.82K | 0.08% | 266 |
|
|
2016
Q3 | $244K | Sell |
10,282
-5,918
| -37% | -$140K | 0.07% | 269 |
|
|
2016
Q2 | $420 | Hold |
16,200
| – | – | 0.05% | 176 |
|
|
2016
Q1 | $414K | Buy |
16,200
+1,480
| +10% | +$37.8K | 0.16% | 162 |
|
|
2015
Q4 | $292K | Buy |
+14,720
| New | +$292K | 0.11% | 199 |
|
|
2015
Q3 | – | Sell |
-9,848
| Closed | -$221 | – | 266 |
|
|
2015
Q2 | $221 | Sell |
9,848
-321
| -3% | -$7 | 0.06% | 232 |
|
|
2015
Q1 | $244K | Sell |
10,169
-35
| -0.3% | -$840 | 0.09% | 212 |
|
|
2014
Q4 | $270K | Buy |
10,204
+41
| +0.4% | +$1.09K | 0.11% | 194 |
|
|
2014
Q3 | $247K | Sell |
10,163
-3,427
| -25% | -$83.3K | 0.11% | 202 |
|
|
2014
Q2 | $354K | Buy |
13,590
+86
| +0.6% | +$2.24K | 0.16% | 161 |
|
|
2014
Q1 | $323K | Buy |
13,504
+2,193
| +19% | +$52.5K | 0.16% | 161 |
|
|
2013
Q4 | $221K | Buy |
11,311
+284
| +3% | +$5.55K | 0.12% | 167 |
|
|
2013
Q3 | $233K | Buy |
11,027
+3
| +0% | +$63 | 0.14% | 179 |
|
|
2013
Q2 | $243K | Buy |
+11,024
| New | +$243K | 0.14% | 174 |
|