Key Financial Inc’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
6,462
| – | – | 0.06% | 234 |
|
|
2025
Q1 | $298K | Hold |
6,462
| – | – | 0.06% | 214 |
|
|
2024
Q4 | $243K | Buy |
6,462
+718
| +13% | +$27K | 0.06% | 227 |
|
|
2024
Q3 | $233K | Sell |
5,744
-329
| -5% | -$13.3K | 0.05% | 232 |
|
|
2024
Q2 | $210K | Hold |
6,073
| – | – | 0.05% | 238 |
|
|
2024
Q1 | $228K | Hold |
6,073
| – | – | 0.06% | 216 |
|
|
2023
Q4 | $218K | Hold |
6,073
| – | – | 0.06% | 212 |
|
|
2023
Q3 | $230K | Sell |
6,073
-14
| -0.2% | -$529 | 0.08% | 186 |
|
|
2023
Q2 | $248K | Buy |
6,087
+174
| +3% | +$7.09K | 0.08% | 181 |
|
|
2023
Q1 | $248K | Hold |
5,913
| – | – | 0.09% | 174 |
|
|
2022
Q4 | $221K | Hold |
5,913
| – | – | 0.1% | 152 |
|
|
2022
Q3 | $221K | Buy |
5,913
+103
| +2% | +$3.85K | 0.1% | 154 |
|
|
2022
Q2 | $268K | Sell |
5,810
-225
| -4% | -$10.4K | 0.15% | 124 |
|
|
2022
Q1 | $287K | Sell |
6,035
-2,277
| -27% | -$108K | 0.14% | 121 |
|
|
2021
Q4 | $342K | Buy |
8,312
+154
| +2% | +$6.34K | 0.17% | 107 |
|
|
2021
Q3 | $281K | Buy |
8,158
+57
| +0.7% | +$1.96K | 0.16% | 116 |
|
|
2021
Q2 | $270K | Buy |
8,101
+1,092
| +16% | +$36.4K | 0.15% | 121 |
|
|
2021
Q1 | $219K | Hold |
7,009
| – | – | 0.14% | 130 |
|
|
2020
Q4 | $211K | Buy |
+7,009
| New | +$211K | 0.16% | 117 |
|
|
2020
Q2 | – | Sell |
-6,553
| Closed | -$174K | – | 262 |
|
|
2020
Q1 | $174K | Sell |
6,553
-1,389
| -17% | -$36.9K | 0.18% | 101 |
|
|
2019
Q4 | $258K | Buy |
+7,942
| New | +$258K | 0.24% | 87 |
|