FRG Family Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Hold |
22,774
| – | – | 0.17% | 84 |
|
|
2025
Q1 | $1.05M | Sell |
22,774
-1,200
| -5% | -$55.3K | 0.2% | 80 |
|
|
2024
Q4 | $902K | Sell |
23,974
-480
| -2% | -$18.1K | 0.16% | 88 |
|
|
2024
Q3 | $992K | Hold |
24,454
| – | – | 0.18% | 84 |
|
|
2024
Q2 | $919K | Sell |
24,454
-925
| -4% | -$34.8K | 0.18% | 83 |
|
|
2024
Q1 | $954K | Sell |
25,379
-1,195
| -4% | -$44.9K | 0.19% | 82 |
|
|
2023
Q4 | $954K | Sell |
26,574
-7,350
| -22% | -$264K | 0.19% | 76 |
|
|
2023
Q3 | $1.28M | Sell |
33,924
-3,745
| -10% | -$142K | 0.29% | 61 |
|
|
2023
Q2 | $1.53M | Sell |
37,669
-1,700
| -4% | -$69.3K | 0.34% | 55 |
|
|
2023
Q1 | $1.65M | Hold |
39,369
| – | – | 0.38% | 50 |
|
|
2022
Q4 | $1.7M | Hold |
39,369
| – | – | 0.41% | 48 |
|
|
2022
Q3 | $1.48M | Buy |
39,369
+20
| +0.1% | +$749 | 0.36% | 53 |
|
|
2022
Q2 | $1.78M | Hold |
39,349
| – | – | 0.41% | 46 |
|
|
2022
Q1 | $1.87M | Sell |
39,349
-15,818
| -29% | -$753K | 0.36% | 48 |
|
|
2021
Q4 | $2.27M | Sell |
55,167
-1,582
| -3% | -$65.2K | 0.42% | 47 |
|
|
2021
Q3 | $1.96M | Sell |
56,749
-1,822
| -3% | -$62.8K | 0.38% | 50 |
|
|
2021
Q2 | $1.85M | Buy |
58,571
+462
| +0.8% | +$14.6K | 0.35% | 53 |
|
|
2021
Q1 | $1.81M | Buy |
58,109
+2,173
| +4% | +$67.8K | 0.37% | 52 |
|
|
2020
Q4 | $1.68M | Buy |
55,936
+982
| +2% | +$29.6K | 0.37% | 53 |
|
|
2020
Q3 | $1.4M | Buy |
54,954
+6,267
| +13% | +$160K | 0.34% | 54 |
|
|
2020
Q2 | $1.26M | Buy |
48,687
+4,388
| +10% | +$114K | 0.33% | 56 |
|
|
2020
Q1 | $1.16M | Sell |
44,299
-3,288
| -7% | -$86.3K | 0.35% | 55 |
|
|
2019
Q4 | $1.55M | Sell |
47,587
-1,304
| -3% | -$42.4K | 0.37% | 57 |
|
|
2019
Q3 | $1.69M | Hold |
48,891
| – | – | 0.43% | 55 |
|
|
2019
Q2 | $1.67M | Hold |
48,891
| – | – | 0.44% | 55 |
|
|
2019
Q1 | $1.75M | Hold |
48,891
| – | – | 0.5% | 55 |
|
|
2018
Q4 | $1.57M | Sell |
48,891
-1,045
| -2% | -$33.6K | 0.51% | 55 |
|
|
2018
Q3 | $1.56M | Sell |
49,936
-9,978
| -17% | -$311K | 0.43% | 63 |
|
|
2018
Q2 | $1.82M | Sell |
59,914
-1,963
| -3% | -$59.7K | 0.54% | 54 |
|
|
2018
Q1 | $1.72M | Sell |
61,877
-1,963
| -3% | -$54.6K | 0.57% | 55 |
|
|
2017
Q4 | $1.8M | Buy |
63,840
+2,236
| +4% | +$62.9K | 0.58% | 54 |
|
|
2017
Q3 | $1.66M | Buy |
61,604
+1,542
| +3% | +$41.4K | 0.57% | 59 |
|
|
2017
Q2 | $1.55M | Buy |
60,062
+386
| +0.6% | +$9.93K | 0.57% | 59 |
|
|
2017
Q1 | $1.52M | Buy |
59,676
+189
| +0.3% | +$4.81K | 0.59% | 57 |
|
|
2016
Q4 | $1.51M | Buy |
59,487
+932
| +2% | +$23.6K | 0.63% | 49 |
|
|
2016
Q3 | $1.39M | Hold |
58,555
| – | – | 0.63% | 54 |
|
|
2016
Q2 | $1.52M | Hold |
58,555
| – | – | 0.69% | 49 |
|
|
2016
Q1 | $1.48M | Buy |
58,555
+2,861
| +5% | +$72.3K | 0.72% | 48 |
|
|
2015
Q4 | $1.1M | Buy |
+55,694
| New | +$1.1M | 0.54% | 62 |
|