Gladstone Institutional Advisory’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Buy |
21,836
+452
| +2% | +$19.6K | 0.04% | 352 |
|
|
2025
Q1 | $985K | Buy |
21,384
+10,421
| +95% | +$480K | 0.05% | 331 |
|
|
2024
Q4 | $413K | Buy |
10,963
+50
| +0.5% | +$1.88K | 0.02% | 514 |
|
|
2024
Q3 | $443K | Buy |
10,913
+85
| +0.8% | +$3.45K | 0.02% | 485 |
|
|
2024
Q2 | $375K | Buy |
10,828
+4,359
| +67% | +$151K | 0.02% | 486 |
|
|
2024
Q1 | $243K | Sell |
6,469
-774
| -11% | -$29.1K | 0.01% | 572 |
|
|
2023
Q4 | $260K | Buy |
7,243
+864
| +14% | +$31K | 0.01% | 558 |
|
|
2023
Q3 | $241K | Buy |
6,379
+218
| +4% | +$8.24K | 0.02% | 540 |
|
|
2023
Q2 | $251K | Sell |
6,161
-102
| -2% | -$4.16K | 0.02% | 550 |
|
|
2023
Q1 | $262K | Sell |
6,263
-169
| -3% | -$7.08K | 0.02% | 559 |
|
|
2022
Q4 | $278K | Buy |
6,432
+400
| +7% | +$17.3K | 0.02% | 516 |
|
|
2022
Q3 | $226K | Sell |
6,032
-11,291
| -65% | -$423K | 0.02% | 560 |
|
|
2022
Q2 | $785K | Sell |
17,323
-5,987
| -26% | -$271K | 0.06% | 318 |
|
|
2022
Q1 | $1.11M | Buy |
23,310
+12,801
| +122% | +$610K | 0.08% | 278 |
|
|
2021
Q4 | $433K | Buy |
10,509
+1,114
| +12% | +$45.9K | 0.03% | 409 |
|
|
2021
Q3 | $324K | Buy |
+9,395
| New | +$324K | 0.03% | 413 |
|