Lakeside 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 | $658K | Sell |
15,158
-200
| -1% | -$8.68K | 0.42% | 36 |
|
|
2025
Q1 | $708K | Sell |
15,358
-900
| -6% | -$41.5K | 0.47% | 31 |
|
|
2024
Q4 | $612K | Sell |
16,258
-100
| -0.6% | -$3.76K | 0.4% | 35 |
|
|
2024
Q3 | $663K | Hold |
16,358
| – | – | 0.42% | 36 |
|
|
2024
Q2 | $566K | Sell |
16,358
-700
| -4% | -$24.2K | 0.37% | 39 |
|
|
2024
Q1 | $641K | Sell |
17,058
-200
| -1% | -$7.51K | 0.41% | 37 |
|
|
2023
Q4 | $620K | Hold |
17,258
| – | – | 0.43% | 34 |
|
|
2023
Q3 | $652K | Sell |
17,258
-200
| -1% | -$7.56K | 0.5% | 34 |
|
|
2023
Q2 | $711K | Sell |
17,458
-450
| -3% | -$18.3K | 0.52% | 34 |
|
|
2023
Q1 | $750K | Hold |
17,908
| – | – | 0.58% | 32 |
|
|
2022
Q4 | $774K | Hold |
17,908
| – | – | 0.63% | 30 |
|
|
2022
Q3 | $671K | Sell |
17,908
-100
| -0.6% | -$3.75K | 0.6% | 30 |
|
|
2022
Q2 | $816K | Sell |
18,008
-245
| -1% | -$11.1K | 0.69% | 27 |
|
|
2022
Q1 | $869K | Sell |
18,253
-7,338
| -29% | -$349K | 0.66% | 26 |
|
|
2021
Q4 | $1.05M | Buy |
+25,591
| New | +$1.05M | 0.78% | 25 |
|