Forum Financial Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
5,412
+299
| +6% | +$13K | ﹤0.01% | 810 |
|
|
2025
Q1 | $236K | Buy |
+5,113
| New | +$236K | ﹤0.01% | 724 |
|
|
2024
Q4 | – | Sell |
-8,177
| Closed | -$332K | – | 944 |
|
|
2024
Q3 | $332K | Buy |
8,177
+1,154
| +16% | +$46.8K | 0.01% | 468 |
|
|
2024
Q2 | $243K | Buy |
7,023
+161
| +2% | +$5.57K | ﹤0.01% | 575 |
|
|
2024
Q1 | $258K | Sell |
6,862
-322
| -4% | -$12.1K | ﹤0.01% | 574 |
|
|
2023
Q4 | $258K | Sell |
7,184
-2,063
| -22% | -$74.1K | ﹤0.01% | 525 |
|
|
2023
Q3 | $349K | Sell |
9,247
-710
| -7% | -$26.8K | 0.01% | 373 |
|
|
2023
Q2 | $406K | Buy |
9,957
+1,771
| +22% | +$72.2K | 0.01% | 340 |
|
|
2023
Q1 | $343K | Sell |
8,186
-176
| -2% | -$7.37K | 0.01% | 361 |
|
|
2022
Q4 | $361K | Buy |
8,362
+1,196
| +17% | +$51.7K | 0.01% | 342 |
|
|
2022
Q3 | $268K | Buy |
7,166
+50
| +0.7% | +$1.87K | 0.01% | 378 |
|
|
2022
Q2 | $322K | Buy |
7,116
+937
| +15% | +$42.4K | 0.02% | 331 |
|
|
2022
Q1 | $294K | Sell |
6,179
-2,484
| -29% | -$118K | 0.01% | 403 |
|
|
2021
Q4 | $357K | Buy |
+8,663
| New | +$357K | 0.02% | 339 |
|