KLCM Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
7,476
-4,800
| -39% | -$208K | 0.03% | 134 |
|
|
2025
Q1 | $566K | Buy |
12,276
+2,400
| +24% | +$111K | 0.07% | 102 |
|
|
2024
Q4 | $372K | Buy |
9,876
+2,423
| +33% | +$91.2K | 0.04% | 122 |
|
|
2024
Q3 | $302K | Hold |
7,453
| – | – | 0.04% | 130 |
|
|
2024
Q2 | $258K | Buy |
7,453
+200
| +3% | +$6.92K | 0.03% | 134 |
|
|
2024
Q1 | $272K | Sell |
7,253
-250
| -3% | -$9.39K | 0.04% | 133 |
|
|
2023
Q4 | $269K | Buy |
7,503
+1,448
| +24% | +$52K | 0.04% | 123 |
|
|
2023
Q3 | $229K | Buy |
+6,055
| New | +$229K | 0.04% | 118 |
|
|
2022
Q2 | – | Sell |
-4,549
| Closed | -$217K | – | 116 |
|
|
2022
Q1 | $217K | Sell |
4,549
-1,829
| -29% | -$87.2K | 0.05% | 100 |
|
|
2021
Q4 | $263K | Hold |
6,378
| – | – | 0.06% | 96 |
|
|
2021
Q3 | $220K | Buy |
+6,378
| New | +$220K | 0.05% | 102 |
|