JNBA Financial Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $92.1K | Hold |
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|
2025
Q2 | $88.8K | Hold |
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|
2025
Q1 | $94.3K | Hold |
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|
2024
Q4 | $77K | Hold |
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|
2024
Q3 | $83K | Hold |
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|
2024
Q2 | $70.8K | Sell |
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|
2024
Q1 | $91.9K | Hold |
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|
2023
Q4 | $87.8K | Hold |
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|
2023
Q3 | $92.4K | Sell |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $111K | Hold |
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|
2022
Q4 | $114K | Hold |
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|
2022
Q3 | $99K | Hold |
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|
2022
Q2 | $120K | Sell |
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|
2022
Q1 | $155K | Sell |
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|
2021
Q4 | $164K | Sell |
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|
2021
Q3 | $147K | Hold |
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|
2021
Q2 | $135K | Buy |
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|
2021
Q1 | $124K | Sell |
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|
2020
Q4 | $133K | Buy |
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|
2020
Q3 | $112K | Sell |
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|
2020
Q2 | $121K | Hold |
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|
2020
Q1 | $122K | Hold |
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|
2019
Q4 | $151K | Hold |
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|
2019
Q3 | $160K | Hold |
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|
2019
Q2 | $159K | Hold |
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|
2019
Q1 | $166K | Hold |
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|
2018
Q4 | $150K | Sell |
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|
2018
Q3 | $467K | Buy |
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|
2018
Q2 | $141K | Sell |
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|
2018
Q1 | $133K | Hold |
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|
2017
Q4 | $135K | Sell |
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|
2017
Q3 | $148K | Sell |
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|
2017
Q2 | $153K | Hold |
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|
2017
Q1 | $152K | Sell |
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|
2016
Q4 | $151K | Buy |
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|
2016
Q3 | $68K | Sell |
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|
2016
Q2 | $160K | Buy |
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|
2016
Q1 | $129K | Hold |
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|
2015
Q4 | $100K | Sell |
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|
2015
Q3 | $232K | Sell |
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|
2015
Q2 | $402K | Sell |
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|
2015
Q1 | $481K | Sell |
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|
2014
Q4 | $538K | Sell |
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|
2014
Q3 | $496K | Sell |
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|
2014
Q2 | $571K | Sell |
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|
2014
Q1 | $593K | Buy |
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|
2013
Q4 | $434K | Buy |
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|
2013
Q3 | $461K | Hold |
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|
2013
Q2 | $480K | Buy |
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