Goldstone Financial Group’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Buy
8,649
+42
+0.5% +$1.81K 0.05% 172
2025
Q1
$397K Sell
8,607
-181
-2% -$8.34K 0.06% 147
2024
Q4
$331K Sell
8,788
-3,402
-28% -$128K 0.05% 157
2024
Q3
$494K Buy
12,190
+308
+3% +$12.5K 0.09% 119
2024
Q2
$411K Buy
+11,882
New +$411K 0.08% 121