Gladstone Institutional Advisory’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $536K | Sell |
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|
2025
Q2 | $948K | Buy |
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|
2025
Q1 | $985K | Buy |
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|
2024
Q4 | $413K | Buy |
|
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|
2024
Q3 | $443K | Buy |
|
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|
2024
Q2 | $375K | Buy |
|
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|
2024
Q1 | $243K | Sell |
|
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $251K | Sell |
|
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $785K | Sell |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | $324K | Buy |
|