Greenleaf Trust’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Sell |
18,892
-5,233
| -22% | -$227K | 0.01% | 369 |
|
|
2025
Q1 | $1.11M | Buy |
24,125
+3,323
| +16% | +$153K | 0.01% | 297 |
|
|
2024
Q4 | $783K | Buy |
20,802
+889
| +4% | +$33.5K | 0.01% | 392 |
|
|
2024
Q3 | $807K | Sell |
19,913
-741
| -4% | -$30K | 0.01% | 387 |
|
|
2024
Q2 | $715K | Sell |
20,654
-105
| -0.5% | -$3.63K | 0.01% | 380 |
|
|
2024
Q1 | $780K | Sell |
20,759
-2,227
| -10% | -$83.7K | 0.01% | 350 |
|
|
2023
Q4 | $825K | Buy |
22,986
+2,142
| +10% | +$76.9K | 0.01% | 323 |
|
|
2023
Q3 | $788K | Sell |
20,844
-48
| -0.2% | -$1.81K | 0.01% | 313 |
|
|
2023
Q2 | $851K | Sell |
20,892
-827
| -4% | -$33.7K | 0.01% | 318 |
|
|
2023
Q1 | $910K | Buy |
21,719
+1,213
| +6% | +$50.8K | 0.01% | 302 |
|
|
2022
Q4 | $886K | Buy |
20,506
+1,187
| +6% | +$51.3K | 0.01% | 290 |
|
|
2022
Q3 | $724K | Buy |
19,319
+2,120
| +12% | +$79.4K | 0.01% | 298 |
|
|
2022
Q2 | $779K | Buy |
17,199
+1,743
| +11% | +$78.9K | 0.01% | 276 |
|
|
2022
Q1 | $736K | Sell |
15,456
-4,102
| -21% | -$195K | 0.01% | 311 |
|
|
2021
Q4 | $806K | Buy |
19,558
+799
| +4% | +$32.9K | 0.01% | 298 |
|
|
2021
Q3 | $647K | Buy |
18,759
+2,172
| +13% | +$74.9K | 0.01% | 326 |
|
|
2021
Q2 | $524K | Buy |
16,587
+1,239
| +8% | +$39.1K | 0.01% | 383 |
|
|
2021
Q1 | $479K | Sell |
15,348
-197
| -1% | -$6.15K | 0.01% | 389 |
|
|
2020
Q4 | $468K | Buy |
15,545
+1,184
| +8% | +$35.6K | 0.01% | 359 |
|
|
2020
Q3 | $366K | Sell |
14,361
-2,202
| -13% | -$56.1K | 0.01% | 362 |
|
|
2020
Q2 | $429K | Sell |
16,563
-4,206
| -20% | -$109K | 0.01% | 319 |
|
|
2020
Q1 | $545K | Sell |
20,769
-2,028
| -9% | -$53.2K | 0.01% | 216 |
|
|
2019
Q4 | $741K | Sell |
22,797
-10,293
| -31% | -$335K | 0.01% | 210 |
|
|
2019
Q3 | $1.14M | Sell |
33,090
-8,607
| -21% | -$297K | 0.02% | 149 |
|
|
2019
Q2 | $1.43M | Buy |
41,697
+3,764
| +10% | +$129K | 0.02% | 127 |
|
|
2019
Q1 | $1.36M | Buy |
37,933
+265
| +0.7% | +$9.47K | 0.02% | 126 |
|
|
2018
Q4 | $1.21M | Buy |
37,668
+1,397
| +4% | +$45K | 0.02% | 129 |
|
|
2018
Q3 | $1.13M | Buy |
36,271
+18,373
| +103% | +$572K | 0.02% | 154 |
|
|
2018
Q2 | $544K | Buy |
17,898
+2,828
| +19% | +$86K | 0.01% | 255 |
|
|
2018
Q1 | $419K | Sell |
15,070
-3,553
| -19% | -$98.8K | 0.01% | 272 |
|
|
2017
Q4 | $523K | Buy |
18,623
+4,401
| +31% | +$124K | 0.01% | 241 |
|
|
2017
Q3 | $382K | Buy |
14,222
+653
| +5% | +$17.5K | 0.01% | 271 |
|
|
2017
Q2 | $349K | Buy |
+13,569
| New | +$349K | 0.01% | 254 |
|