Independent Advisor Alliance’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $944K | Buy |
21,741
+843
| +4% | +$36.6K | 0.03% | 430 |
|
|
2025
Q1 | $963K | Buy |
20,898
+649
| +3% | +$29.9K | 0.03% | 380 |
|
|
2024
Q4 | $762K | Buy |
20,249
+3,834
| +23% | +$144K | 0.01% | 806 |
|
|
2024
Q3 | $666K | Sell |
16,415
-446
| -3% | -$18.1K | 0.02% | 401 |
|
|
2024
Q2 | $584K | Buy |
16,861
+1,506
| +10% | +$52.1K | 0.02% | 430 |
|
|
2024
Q1 | $577K | Sell |
15,355
-370
| -2% | -$13.9K | 0.02% | 421 |
|
|
2023
Q4 | $565K | Sell |
15,725
-1,327
| -8% | -$47.6K | 0.02% | 420 |
|
|
2023
Q3 | $644K | Buy |
17,052
+2,239
| +15% | +$84.6K | 0.03% | 364 |
|
|
2023
Q2 | $603K | Sell |
14,813
-582
| -4% | -$23.7K | 0.03% | 389 |
|
|
2023
Q1 | $645K | Sell |
15,395
-348
| -2% | -$14.6K | 0.03% | 371 |
|
|
2022
Q4 | $681 | Sell |
15,743
-51
| -0.3% | -$2 | ﹤0.01% | 328 |
|
|
2022
Q3 | $592K | Sell |
15,794
-489
| -3% | -$18.3K | 0.03% | 333 |
|
|
2022
Q2 | $738K | Sell |
16,283
-464
| -3% | -$21K | 0.04% | 313 |
|
|
2022
Q1 | $798K | Sell |
16,747
-9,389
| -36% | -$447K | 0.04% | 318 |
|
|
2021
Q4 | $1.08M | Sell |
26,136
-6,473
| -20% | -$267K | 0.05% | 266 |
|
|
2021
Q3 | $1.12M | Buy |
32,609
+8,542
| +35% | +$294K | 0.06% | 247 |
|
|
2021
Q2 | $761K | Sell |
24,067
-796
| -3% | -$25.2K | 0.04% | 312 |
|
|
2021
Q1 | $776K | Sell |
24,863
-402
| -2% | -$12.5K | 0.05% | 290 |
|
|
2020
Q4 | $761K | Sell |
25,265
-439
| -2% | -$13.2K | 0.05% | 265 |
|
|
2020
Q3 | $656K | Sell |
25,704
-4,973
| -16% | -$127K | 0.05% | 241 |
|
|
2020
Q2 | $794K | Buy |
30,677
+4,984
| +19% | +$129K | 0.09% | 196 |
|
|
2020
Q1 | $675K | Buy |
25,693
+421
| +2% | +$11.1K | 0.1% | 173 |
|
|
2019
Q4 | $822K | Sell |
25,272
-707
| -3% | -$23K | 0.04% | 418 |
|
|
2019
Q3 | $895K | Buy |
25,979
+272
| +1% | +$9.37K | 0.11% | 169 |
|
|
2019
Q2 | $879K | Buy |
25,707
+2,350
| +10% | +$80.4K | 0.13% | 157 |
|
|
2019
Q1 | $835K | Sell |
23,357
-9,663
| -29% | -$345K | 0.12% | 167 |
|
|
2018
Q4 | $1.06M | Buy |
33,020
+7,422
| +29% | +$239K | 0.19% | 113 |
|
|
2018
Q3 | $790K | Sell |
25,598
-122
| -0.5% | -$3.77K | 0.14% | 149 |
|
|
2018
Q2 | $781K | Buy |
25,720
+2,745
| +12% | +$83.4K | 0.16% | 142 |
|
|
2018
Q1 | $627K | Sell |
22,975
-1,431
| -6% | -$39.1K | 0.14% | 163 |
|
|
2017
Q4 | $672K | Buy |
24,406
+2,524
| +12% | +$69.5K | 0.15% | 152 |
|
|
2017
Q3 | $594K | Buy |
21,882
+1,517
| +7% | +$41.2K | 0.16% | 144 |
|
|
2017
Q2 | $519K | Buy |
+20,365
| New | +$519K | 0.17% | 143 |
|