IFP Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
2,825
-1,266
| -31% | -$114K | 0.01% | 1151 |
|
|
2025
Q1 | $189K | Buy |
4,091
+544
| +15% | +$25.1K | 0.01% | 1203 |
|
|
2024
Q4 | $134K | Buy |
3,547
+1,483
| +72% | +$55.8K | ﹤0.01% | 1322 |
|
|
2024
Q3 | $83.7K | Sell |
2,064
-542
| -21% | -$22K | ﹤0.01% | 1485 |
|
|
2024
Q2 | $90.2K | Sell |
2,606
-806
| -24% | -$27.9K | ﹤0.01% | 1416 |
|
|
2024
Q1 | $128K | Sell |
3,412
-2,473
| -42% | -$92.9K | 0.01% | 1188 |
|
|
2023
Q4 | $211K | Sell |
5,885
-4,495
| -43% | -$161K | 0.01% | 924 |
|
|
2023
Q3 | $392K | Buy |
10,380
+597
| +6% | +$22.6K | 0.02% | 684 |
|
|
2023
Q2 | $399K | Sell |
9,783
-108
| -1% | -$4.4K | 0.02% | 734 |
|
|
2023
Q1 | $351K | Sell |
9,891
-27,500
| -74% | -$976K | 0.02% | 718 |
|
|
2022
Q4 | $1.37M | Buy |
37,391
+22,114
| +145% | +$813K | 0.04% | 491 |
|
|
2022
Q3 | $544K | Buy |
15,277
+2,007
| +15% | +$71.5K | 0.01% | 891 |
|
|
2022
Q2 | $470K | Hold |
13,270
| – | – | 0.02% | 883 |
|
|
2022
Q1 | $470K | Buy |
13,270
+280
| +2% | +$9.92K | 0.02% | 883 |
|
|
2021
Q4 | $535K | Sell |
12,990
-3,069
| -19% | -$126K | 0.01% | 557 |
|
|
2021
Q3 | $555K | Buy |
16,059
+3,075
| +24% | +$106K | 0.01% | 540 |
|
|
2021
Q2 | $412K | Buy |
12,984
+4,088
| +46% | +$130K | 0.01% | 612 |
|
|
2021
Q1 | $278K | Buy |
8,896
+5,657
| +175% | +$177K | 0.01% | 703 |
|
|
2020
Q4 | $98K | Buy |
3,239
+452
| +16% | +$13.7K | ﹤0.01% | 1145 |
|
|
2020
Q3 | $72K | Sell |
2,787
-288
| -9% | -$7.44K | ﹤0.01% | 1138 |
|
|
2020
Q2 | $80K | Sell |
3,075
-921
| -23% | -$24K | 0.01% | 1006 |
|
|
2020
Q1 | $105K | Buy |
3,996
+1,859
| +87% | +$48.8K | 0.01% | 800 |
|
|
2019
Q4 | $71K | Sell |
2,137
-5,125
| -71% | -$170K | 0.01% | 1102 |
|
|
2019
Q3 | $252K | Buy |
+7,262
| New | +$252K | 0.02% | 691 |
|
|
2019
Q1 | $1.21M | Sell |
33,916
-5,814
| -15% | -$207K | 0.17% | 127 |
|
|
2018
Q4 | $1.27M | Sell |
39,730
-4,248
| -10% | -$136K | 0.08% | 285 |
|
|
2018
Q3 | $1.37M | Buy |
43,978
+611
| +1% | +$19K | 0.06% | 346 |
|
|
2018
Q2 | $1.32M | Buy |
43,367
+1,617
| +4% | +$49.1K | 0.06% | 337 |
|
|
2018
Q1 | $1.17M | Hold |
41,750
| – | – | 0.05% | 351 |
|
|
2017
Q4 | $1.17M | Sell |
41,750
-32,210
| -44% | -$906K | 0.05% | 350 |
|
|
2017
Q3 | $1.99M | Sell |
73,960
-716
| -1% | -$19.2K | 0.08% | 266 |
|
|
2017
Q2 | $1.92M | Buy |
74,676
+10,379
| +16% | +$267K | 0.08% | 273 |
|
|
2017
Q1 | $1.65M | Buy |
64,297
+3,617
| +6% | +$92.8K | 0.07% | 298 |
|
|
2016
Q4 | $1.54M | Buy |
60,680
+5,959
| +11% | +$151K | 0.07% | 292 |
|
|
2016
Q3 | $1.3M | Sell |
54,721
-11,786
| -18% | -$280K | 0.07% | 304 |
|
|
2016
Q2 | $1.73M | Buy |
66,507
+32,591
| +96% | +$845K | 0.1% | 243 |
|
|
2016
Q1 | $1.21M | Sell |
33,916
-2,104
| -6% | -$75K | 0.17% | 127 |
|
|
2015
Q4 | $713K | Buy |
+36,020
| New | +$713K | 0.05% | 389 |
|