Kennedy Investment Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
6,800
-34
| -0.5% | -$1.48K | 0.13% | 113 |
|
|
2025
Q1 | $315K | Buy |
6,834
+66
| +1% | +$3.04K | 0.15% | 104 |
|
|
2024
Q4 | $255K | Buy |
6,768
+41
| +0.6% | +$1.54K | 0.12% | 110 |
|
|
2024
Q3 | $273K | Sell |
6,727
-149
| -2% | -$6.04K | 0.13% | 108 |
|
|
2024
Q2 | $238K | Sell |
6,876
-449
| -6% | -$15.5K | 0.12% | 110 |
|
|
2024
Q1 | $275K | Buy |
7,325
+36
| +0.5% | +$1.35K | 0.15% | 103 |
|
|
2023
Q4 | $262K | Sell |
7,289
-2,322
| -24% | -$83.4K | 0.15% | 103 |
|
|
2023
Q3 | $363K | Sell |
9,611
-262
| -3% | -$9.9K | 0.22% | 90 |
|
|
2023
Q2 | $402K | Buy |
9,873
+67
| +0.7% | +$2.73K | 0.24% | 85 |
|
|
2023
Q1 | $411K | Buy |
9,806
+22
| +0.2% | +$922 | 0.25% | 85 |
|
|
2022
Q4 | $423K | Buy |
+9,784
| New | +$423K | 0.27% | 82 |
|