Kestra Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
109,736
+8,364
| +8% | +$363K | 0.02% | 658 |
|
|
2025
Q1 | $4.67M | Sell |
101,372
-3,420
| -3% | -$158K | 0.02% | 598 |
|
|
2024
Q4 | $3.94M | Buy |
104,792
+7,639
| +8% | +$288K | 0.02% | 669 |
|
|
2024
Q3 | $3.94M | Sell |
97,153
-3,197
| -3% | -$130K | 0.02% | 665 |
|
|
2024
Q2 | $3.47M | Buy |
100,350
+9,051
| +10% | +$313K | 0.02% | 716 |
|
|
2024
Q1 | $3.43M | Buy |
91,299
+6,251
| +7% | +$235K | 0.02% | 660 |
|
|
2023
Q4 | $3.05M | Sell |
85,048
-1,006
| -1% | -$36.1K | 0.02% | 629 |
|
|
2023
Q3 | $3.25M | Buy |
86,054
+10,326
| +14% | +$390K | 0.03% | 520 |
|
|
2023
Q2 | $3.09M | Buy |
75,728
+5,991
| +9% | +$244K | 0.03% | 531 |
|
|
2023
Q1 | $2.92M | Sell |
69,737
-7,191
| -9% | -$301K | 0.03% | 519 |
|
|
2022
Q4 | $3.33M | Sell |
76,928
-4,624
| -6% | -$200K | 0.03% | 559 |
|
|
2022
Q3 | $3.06M | Buy |
81,552
+10,765
| +15% | +$403K | 0.03% | 514 |
|
|
2022
Q2 | $3.21M | Buy |
70,787
+4,946
| +8% | +$224K | 0.03% | 491 |
|
|
2022
Q1 | $3.14M | Sell |
65,841
-31,034
| -32% | -$1.48M | 0.03% | 524 |
|
|
2021
Q4 | $3.99M | Sell |
96,875
-3,302
| -3% | -$136K | 0.04% | 434 |
|
|
2021
Q3 | $3.45M | Sell |
100,177
-1,638
| -2% | -$56.5K | 0.03% | 514 |
|
|
2021
Q2 | $3.22M | Buy |
101,815
+2,423
| +2% | +$76.6K | 0.04% | 493 |
|
|
2021
Q1 | $3.1M | Sell |
99,392
-8,083
| -8% | -$252K | 0.04% | 461 |
|
|
2020
Q4 | $3.21M | Buy |
107,475
+31,885
| +42% | +$954K | 0.04% | 446 |
|
|
2020
Q3 | $1.93M | Buy |
+75,590
| New | +$1.93M | 0.04% | 441 |
|