Kings Point Capital Management’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$57K	Sell	1,188 -478	-29%	-$22.9K	0.01%	324
2021 Q4	$69K	Hold	1,666	–	–	0.01%	334
2021 Q3	$57K	Buy	1,666 +842	+102%	+$28.8K	0.01%	329
2021 Q2	$26K	Hold	824	–	–	﹤0.01%	417
2021 Q1	$26K	Hold	824	–	–	﹤0.01%	406
2020 Q4	$25K	Hold	824	–	–	﹤0.01%	394
2020 Q3	$21K	Hold	824	–	–	﹤0.01%	405
2020 Q2	$21K	Hold	824	–	–	﹤0.01%	357
2020 Q1	$22K	Hold	824	–	–	﹤0.01%	354
2019 Q4	$27K	Sell	824 -288	-26%	-$9.44K	﹤0.01%	372
2019 Q3	$38K	Buy	1,112 +288	+35%	+$9.84K	0.01%	323
2019 Q2	$28K	Hold	824	–	–	0.01%	312
2019 Q1	$29K	Hold	824	–	–	0.01%	284
2018 Q4	$27K	Hold	824	–	–	0.01%	279
2018 Q3	$26K	Hold	824	–	–	﹤0.01%	298
2018 Q2	$25K	Hold	824	–	–	﹤0.01%	298
2018 Q1	$23K	Hold	824	–	–	﹤0.01%	304
2017 Q4	$23K	Hold	824	–	–	﹤0.01%	302
2017 Q3	$22K	Hold	824	–	–	﹤0.01%	291
2017 Q2	$21K	Hold	824	–	–	﹤0.01%	280
2017 Q1	$21K	Hold	824	–	–	﹤0.01%	293
2016 Q4	$21K	Hold	824	–	–	0.01%	263
2016 Q3	$20K	Hold	824	–	–	0.01%	253
2016 Q2	$21K	Hold	824	–	–	0.01%	252
2016 Q1	$21K	Buy	+824	New	+$21K	0.01%	255
2015 Q4	–	Sell	-824	Closed	-$17K	–	362
2015 Q3	$17K	Hold	824	–	–	﹤0.01%	320
2015 Q2	$18K	Hold	824	–	–	﹤0.01%	302
2015 Q1	$20K	Hold	824	–	–	0.01%	303
2014 Q4	$22K	Hold	824	–	–	0.01%	279
2014 Q3	$20K	Hold	824	–	–	0.01%	250
2014 Q2	$21K	Hold	824	–	–	0.01%	246
2014 Q1	$20K	Hold	824	–	–	0.01%	222
2013 Q4	$16K	Sell	824 -1,402	-63%	-$27.2K	0.01%	226
2013 Q3	$47K	Hold	2,226	–	–	0.02%	177
2013 Q2	$49K	Buy	+2,226	New	+$49K	0.02%	183