Kestra Private Wealth 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 | $701K | Buy |
16,152
+1,145
| +8% | +$49.7K | 0.01% | 887 |
|
|
2025
Q1 | $692K | Buy |
15,007
+1,189
| +9% | +$54.8K | 0.01% | 821 |
|
|
2024
Q4 | $520K | Sell |
13,818
-1,787
| -11% | -$67.3K | 0.01% | 901 |
|
|
2024
Q3 | $633K | Buy |
15,605
+2,676
| +21% | +$109K | 0.01% | 788 |
|
|
2024
Q2 | $447K | Buy |
12,929
+103
| +0.8% | +$3.57K | 0.01% | 880 |
|
|
2024
Q1 | $482K | Sell |
12,826
-1,389
| -10% | -$52.2K | 0.01% | 813 |
|
|
2023
Q4 | $510K | Buy |
14,215
+2,202
| +18% | +$79.1K | 0.01% | 720 |
|
|
2023
Q3 | $454K | Buy |
12,013
+2,764
| +30% | +$104K | 0.01% | 703 |
|
|
2023
Q2 | $377K | Buy |
9,249
+3,352
| +57% | +$137K | 0.01% | 733 |
|
|
2023
Q1 | $247K | Buy |
5,897
+535
| +10% | +$22.4K | 0.01% | 845 |
|
|
2022
Q4 | $232K | Buy |
+5,362
| New | +$232K | 0.01% | 745 |
|
|
2022
Q1 | – | Sell |
-5,996
| Closed | -$247K | – | 1012 |
|
|
2021
Q4 | $247K | Buy |
+5,996
| New | +$247K | 0.01% | 839 |
|