Lakeside Advisors’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 | $631K | Sell |
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|
2025
Q2 | $658K | Sell |
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|
2025
Q1 | $708K | Sell |
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|
2024
Q4 | $612K | Sell |
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|
2024
Q3 | $663K | Hold |
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|
2024
Q2 | $566K | Sell |
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|
2024
Q1 | $641K | Sell |
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|
2023
Q4 | $620K | Hold |
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|
2023
Q3 | $652K | Sell |
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|
2023
Q2 | $711K | Sell |
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|
2023
Q1 | $750K | Hold |
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|
2022
Q4 | $774K | Hold |
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|
2022
Q3 | $671K | Sell |
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|
2022
Q2 | $816K | Sell |
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|
2022
Q1 | $869K | Sell |
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|
2021
Q4 | $1.05M | Buy |
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