Kestra Advisory Services’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 | $5.9M | Buy |
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|
2025
Q2 | $4.76M | Buy |
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|
2025
Q1 | $4.67M | Sell |
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|
2024
Q4 | $3.94M | Buy |
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|
2024
Q3 | $3.94M | Sell |
|
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|
2024
Q2 | $3.47M | Buy |
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|
2024
Q1 | $3.43M | Buy |
|
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|
2023
Q4 | $3.05M | Sell |
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|
2023
Q3 | $3.25M | Buy |
|
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|
2023
Q2 | $3.09M | Buy |
|
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|
2023
Q1 | $2.92M | Sell |
|
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|
2022
Q4 | $3.33M | Sell |
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|
2022
Q3 | $3.06M | Buy |
|
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|
2022
Q2 | $3.21M | Buy |
|
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|
2022
Q1 | $3.14M | Sell |
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|
2021
Q4 | $3.99M | Sell |
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|
2021
Q3 | $3.45M | Sell |
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|
2021
Q2 | $3.22M | Buy |
|
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|
2021
Q1 | $3.1M | Sell |
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|
2020
Q4 | $3.21M | Buy |
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|
2020
Q3 | $1.93M | Buy |
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