First National Bank of South Miami’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$937 Sell
23
-710
-97% -$29.4K ﹤0.01% 242
2023
Q1
$30.7K Hold
733
0.02% 208
2022
Q4
$32K Hold
733
0.02% 208
2022
Q3
$27K Sell
733
-201
-22% -$8.89K 0.02% 214
2022
Q2
$42K Sell
934
-467
-33% -$22K 0.03% 205
2022
Q1
$67K Sell
1,401
-830
-37% -$35.2K 0.04% 206
2021
Q4
$92K Sell
2,231
-468
-17% -$17.6K 0.06% 187
2021
Q3
$93K Sell
2,699
-1,130
-30% -$38.6K 0.06% 174
2021
Q2
$121K Buy
3,829
+306
+9% +$9.85K 0.08% 157
2021
Q1
$110K Buy
3,523
+601
+21% +$18.1K 0.08% 153
2020
Q4
$88K Buy
2,922
+288
+11% +$8.5K 0.08% 155
2020
Q3
$67K Buy
+2,634
New +$69.8K 0.06% 163

Other funds holding EXC

First National Bank of South Miami's EXC Position: Q2 2023 in Review

First National Bank of South Miami reduced its Exelon (EXC) stake by 97% in Q2 2023, selling an estimated $29.4K and leaving 23 shares worth $937. The position accounts for ﹤0.01% of the portfolio, ranked #242.

First National Bank of South Miami first reported a position in EXC in Q3 2020 and has held it in 12 quarters since. The position peaked at $121K in Q2 2021. 1,004 funds tracked by Wall St. Rank hold EXC as of Q2 2023.

  • First National Bank of South Miami held 23 shares of Exelon worth $937 as of Q2 2023.
  • First National Bank of South Miami sold 710 Exelon shares in Q2 2023, an estimated $29.4K.
  • Exelon made up ﹤0.01% of First National Bank of South Miami's portfolio in Q2 2023, its #242 holding.
  • First National Bank of South Miami first reported a position in Exelon in Q3 2020 and has held it in 12 quarters since.
  • First National Bank of South Miami's Exelon position peaked at $121K in Q2 2021.
  • 1,004 funds tracked by Wall St. Rank held Exelon as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.