Independent Financial Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $660K | Buy |
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|
2025
Q4 | $582K | Buy |
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|
2025
Q3 | $577K | Sell |
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|
2025
Q2 | $557K | Sell |
|
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|
2025
Q1 | $904K | Buy |
|
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|
2024
Q4 | $262K | Sell |
|
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|
2024
Q3 | $299K | Buy |
|
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|
2024
Q2 | $252K | Hold |
|
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $308K | Buy |
|
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|
2023
Q3 | $276K | Buy |
|
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $291K | Buy |
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|
2022
Q4 | $289K | Hold |
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|
2022
Q3 | $251K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $214K | Buy |
|