Jones Financial Companies’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
19,423
+2,156
| +12% | +$92.5K | ﹤0.01% | 1075 |
|
|
2025
Q1 | $773K | Buy |
17,267
+3,868
| +29% | +$173K | ﹤0.01% | 960 |
|
|
2024
Q4 | $504K | Buy |
13,399
+6,968
| +108% | +$262K | ﹤0.01% | 997 |
|
|
2024
Q3 | $260K | Buy |
6,431
+2,766
| +75% | +$112K | ﹤0.01% | 1054 |
|
|
2024
Q2 | $127K | Buy |
3,665
+1,784
| +95% | +$61.7K | ﹤0.01% | 968 |
|
|
2024
Q1 | $70.7K | Buy |
1,881
+1,070
| +132% | +$40.2K | ﹤0.01% | 669 |
|
|
2023
Q4 | $29.1K | Buy |
811
+38
| +5% | +$1.36K | ﹤0.01% | 543 |
|
|
2023
Q3 | $29.2K | Sell |
773
-751
| -49% | -$28.4K | ﹤0.01% | 402 |
|
|
2023
Q2 | $62.1K | Buy |
1,524
+265
| +21% | +$10.8K | ﹤0.01% | 349 |
|
|
2023
Q1 | $52.7K | Buy |
1,259
+614
| +95% | +$25.7K | ﹤0.01% | 351 |
|
|
2022
Q4 | $28K | Buy |
645
+135
| +26% | +$5.86K | ﹤0.01% | 383 |
|
|
2022
Q3 | $19K | Sell |
510
-117
| -19% | -$4.36K | ﹤0.01% | 385 |
|
|
2022
Q2 | $28K | Sell |
627
-5,133
| -89% | -$229K | ﹤0.01% | 368 |
|
|
2022
Q1 | $274K | Buy |
5,760
+4,580
| +388% | +$218K | ﹤0.01% | 227 |
|
|
2021
Q4 | $49K | Sell |
1,180
-362
| -23% | -$15K | ﹤0.01% | 367 |
|
|
2021
Q3 | $53K | Buy |
1,542
+60
| +4% | +$2.06K | ﹤0.01% | 313 |
|
|
2021
Q2 | $47K | Buy |
1,482
+170
| +13% | +$5.39K | ﹤0.01% | 316 |
|
|
2021
Q1 | $41K | Buy |
1,312
+265
| +25% | +$8.28K | ﹤0.01% | 378 |
|
|
2020
Q4 | $32K | Buy |
+1,047
| New | +$32K | ﹤0.01% | 324 |
|
|
2013
Q4 | – | Sell |
-3,996
| Closed | -$85K | – | 342 |
|
|
2013
Q3 | $85K | Buy |
3,996
+3,351
| +520% | +$71.3K | ﹤0.01% | 252 |
|
|
2013
Q2 | $14K | Buy |
+645
| New | +$14K | ﹤0.01% | 537 |
|