Great Valley Advisor 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 | $1.02M | Sell |
23,526
-248
| -1% | -$10.8K | 0.02% | 458 |
|
|
2025
Q1 | $1.1M | Sell |
23,774
-120
| -0.5% | -$5.53K | 0.02% | 437 |
|
|
2024
Q4 | $899K | Buy |
23,894
+53
| +0.2% | +$1.99K | 0.02% | 468 |
|
|
2024
Q3 | $966K | Buy |
23,841
+1,041
| +5% | +$42.2K | 0.02% | 433 |
|
|
2024
Q2 | $789K | Buy |
22,800
+8,238
| +57% | +$285K | 0.02% | 436 |
|
|
2024
Q1 | $547K | Buy |
14,562
+205
| +1% | +$7.71K | 0.02% | 475 |
|
|
2023
Q4 | $515K | Sell |
14,357
-161
| -1% | -$5.78K | 0.02% | 452 |
|
|
2023
Q3 | $548K | Buy |
14,518
+20
| +0.1% | +$755 | 0.02% | 417 |
|
|
2023
Q2 | $591K | Buy |
14,498
+178
| +1% | +$7.26K | 0.02% | 410 |
|
|
2023
Q1 | $600K | Buy |
14,320
+167
| +1% | +$7K | 0.03% | 401 |
|
|
2022
Q4 | $611K | Buy |
14,153
+17
| +0.1% | +$734 | 0.03% | 405 |
|
|
2022
Q3 | $529K | Sell |
14,136
-322
| -2% | -$12.1K | 0.03% | 410 |
|
|
2022
Q2 | $656K | Sell |
14,458
-63
| -0.4% | -$2.86K | 0.04% | 378 |
|
|
2022
Q1 | $713K | Sell |
14,521
-5,850
| -29% | -$287K | 0.04% | 326 |
|
|
2021
Q4 | $820K | Sell |
20,371
-1,150
| -5% | -$46.3K | 0.05% | 294 |
|
|
2021
Q3 | $742K | Buy |
21,521
+1,256
| +6% | +$43.3K | 0.05% | 281 |
|
|
2021
Q2 | $640K | Buy |
20,265
+135
| +0.7% | +$4.26K | 0.05% | 297 |
|
|
2021
Q1 | $628K | Sell |
20,130
-2,702
| -12% | -$84.3K | 0.06% | 265 |
|
|
2020
Q4 | $688K | Buy |
22,832
+51
| +0.2% | +$1.54K | 0.07% | 232 |
|
|
2020
Q3 | $582K | Buy |
22,781
+157
| +0.7% | +$4.01K | 0.07% | 224 |
|
|
2020
Q2 | $586K | Buy |
22,624
+1,902
| +9% | +$49.3K | 0.1% | 211 |
|
|
2020
Q1 | $544K | Sell |
20,722
-2,321
| -10% | -$60.9K | 0.14% | 169 |
|
|
2019
Q4 | $749K | Sell |
23,043
-2,304
| -9% | -$74.9K | 0.17% | 168 |
|
|
2019
Q3 | $874K | Buy |
25,347
+7,257
| +40% | +$250K | 0.21% | 141 |
|
|
2019
Q2 | $619K | Buy |
18,090
+486
| +3% | +$16.6K | 0.16% | 169 |
|
|
2019
Q1 | $629K | Sell |
17,604
-3,193
| -15% | -$114K | 0.2% | 138 |
|
|
2018
Q4 | $669K | Buy |
+20,797
| New | +$669K | 0.25% | 98 |
|