JNBA Financial 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 | $88.8K | Hold |
2,046
| – | – | 0.01% | 234 |
|
|
2025
Q1 | $94.3K | Hold |
2,046
| – | – | 0.01% | 220 |
|
|
2024
Q4 | $77K | Hold |
2,046
| – | – | 0.01% | 242 |
|
|
2024
Q3 | $83K | Hold |
2,046
| – | – | 0.01% | 243 |
|
|
2024
Q2 | $70.8K | Sell |
2,046
-400
| -16% | -$13.8K | 0.01% | 256 |
|
|
2024
Q1 | $91.9K | Hold |
2,446
| – | – | 0.01% | 239 |
|
|
2023
Q4 | $87.8K | Hold |
2,446
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $92.4K | Sell |
2,446
-200
| -8% | -$7.56K | 0.01% | 230 |
|
|
2023
Q2 | $108K | Hold |
2,646
| – | – | 0.01% | 221 |
|
|
2023
Q1 | $111K | Hold |
2,646
| – | – | 0.01% | 222 |
|
|
2022
Q4 | $114K | Hold |
2,646
| – | – | 0.02% | 218 |
|
|
2022
Q3 | $99K | Hold |
2,646
| – | – | 0.02% | 226 |
|
|
2022
Q2 | $120K | Sell |
2,646
-600
| -18% | -$27.2K | 0.02% | 211 |
|
|
2022
Q1 | $155K | Sell |
3,246
-744
| -19% | -$35.5K | 0.02% | 202 |
|
|
2021
Q4 | $164K | Sell |
3,990
-280
| -7% | -$11.5K | 0.02% | 205 |
|
|
2021
Q3 | $147K | Hold |
4,270
| – | – | 0.02% | 209 |
|
|
2021
Q2 | $135K | Buy |
4,270
+280
| +7% | +$8.85K | 0.02% | 212 |
|
|
2021
Q1 | $124K | Sell |
3,990
-421
| -10% | -$13.1K | 0.02% | 210 |
|
|
2020
Q4 | $133K | Buy |
4,411
+35
| +0.8% | +$1.06K | 0.02% | 191 |
|
|
2020
Q3 | $112K | Sell |
4,376
-280
| -6% | -$7.17K | 0.02% | 189 |
|
|
2020
Q2 | $121K | Hold |
4,656
| – | – | 0.03% | 176 |
|
|
2020
Q1 | $122K | Hold |
4,656
| – | – | 0.03% | 164 |
|
|
2019
Q4 | $151K | Hold |
4,656
| – | – | 0.03% | 159 |
|
|
2019
Q3 | $160K | Hold |
4,656
| – | – | 0.03% | 153 |
|
|
2019
Q2 | $159K | Hold |
4,656
| – | – | 0.03% | 157 |
|
|
2019
Q1 | $166K | Hold |
4,656
| – | – | 0.04% | 151 |
|
|
2018
Q4 | $150K | Sell |
4,656
-10,343
| -69% | -$333K | 0.03% | 143 |
|
|
2018
Q3 | $467K | Buy |
14,999
+10,343
| +222% | +$322K | 0.21% | 80 |
|
|
2018
Q2 | $141K | Sell |
4,656
-140
| -3% | -$4.24K | 0.03% | 147 |
|
|
2018
Q1 | $133K | Hold |
4,796
| – | – | 0.03% | 149 |
|
|
2017
Q4 | $135K | Sell |
4,796
-708
| -13% | -$19.9K | 0.03% | 149 |
|
|
2017
Q3 | $148K | Sell |
5,504
-431
| -7% | -$11.6K | 0.03% | 137 |
|
|
2017
Q2 | $153K | Hold |
5,935
| – | – | 0.03% | 135 |
|
|
2017
Q1 | $152K | Sell |
5,935
-11
| -0.2% | -$282 | 0.04% | 138 |
|
|
2016
Q4 | $151K | Buy |
5,946
+3,101
| +109% | +$78.8K | 0.04% | 136 |
|
|
2016
Q3 | $68K | Sell |
2,845
-3,335
| -54% | -$79.7K | 0.01% | 457 |
|
|
2016
Q2 | $160K | Buy |
6,180
+1,122
| +22% | +$29K | 0.04% | 134 |
|
|
2016
Q1 | $129K | Hold |
5,058
| – | – | 0.05% | 138 |
|
|
2015
Q4 | $100K | Sell |
5,058
-5,893
| -54% | -$117K | 0.04% | 149 |
|
|
2015
Q3 | $232K | Sell |
10,951
-6,996
| -39% | -$148K | 0.1% | 86 |
|
|
2015
Q2 | $402K | Sell |
17,947
-2,104
| -10% | -$47.1K | 0.15% | 62 |
|
|
2015
Q1 | $481K | Sell |
20,051
-292
| -1% | -$7.01K | 0.19% | 56 |
|
|
2014
Q4 | $538K | Sell |
20,343
-70
| -0.3% | -$1.85K | 0.22% | 52 |
|
|
2014
Q3 | $496K | Sell |
20,413
-1,542
| -7% | -$37.5K | 0.23% | 53 |
|
|
2014
Q2 | $571K | Sell |
21,955
-2,818
| -11% | -$73.3K | 0.28% | 49 |
|
|
2014
Q1 | $593K | Buy |
24,773
+2,551
| +11% | +$61.1K | 0.31% | 44 |
|
|
2013
Q4 | $434K | Buy |
22,222
+421
| +2% | +$8.22K | 0.24% | 53 |
|
|
2013
Q3 | $461K | Hold |
21,801
| – | – | 0.29% | 48 |
|
|
2013
Q2 | $480K | Buy |
+21,801
| New | +$480K | 0.33% | 45 |
|