Lantz Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
8,939
+214
| +2% | +$9.29K | 0.1% | 164 |
|
|
2025
Q1 | $402K | Sell |
8,725
-53
| -0.6% | -$2.44K | 0.11% | 156 |
|
|
2024
Q4 | $330K | Buy |
8,778
+73
| +0.8% | +$2.75K | 0.09% | 168 |
|
|
2024
Q3 | $353K | Buy |
8,705
+84
| +1% | +$3.41K | 0.1% | 165 |
|
|
2024
Q2 | $298K | Sell |
8,621
-3,991
| -32% | -$138K | 0.09% | 170 |
|
|
2024
Q1 | $474K | Sell |
12,612
-362
| -3% | -$13.6K | 0.15% | 133 |
|
|
2023
Q4 | $466K | Buy |
12,974
+1,362
| +12% | +$48.9K | 0.17% | 125 |
|
|
2023
Q3 | $439K | Sell |
11,612
-207
| -2% | -$7.82K | 0.17% | 120 |
|
|
2023
Q2 | $481K | Buy |
11,819
+11
| +0.1% | +$448 | 0.19% | 111 |
|
|
2023
Q1 | $495K | Sell |
11,808
-238
| -2% | -$9.97K | 0.21% | 109 |
|
|
2022
Q4 | $521K | Buy |
12,046
+400
| +3% | +$17.3K | 0.24% | 103 |
|
|
2022
Q3 | $436K | Buy |
11,646
+542
| +5% | +$20.3K | 0.23% | 103 |
|
|
2022
Q2 | $503K | Buy |
11,104
+600
| +6% | +$27.2K | 0.23% | 99 |
|
|
2022
Q1 | $500K | Sell |
10,504
-3,942
| -27% | -$188K | 0.2% | 105 |
|
|
2021
Q4 | $595K | Buy |
14,446
+233
| +2% | +$9.6K | 0.27% | 85 |
|
|
2021
Q3 | $490K | Buy |
14,213
+981
| +7% | +$33.8K | 0.25% | 94 |
|
|
2021
Q2 | $418K | Hold |
13,232
| – | – | 0.21% | 94 |
|
|
2021
Q1 | $413K | Hold |
13,232
| – | – | 0.23% | 85 |
|
|
2020
Q4 | $398K | Sell |
13,232
-959
| -7% | -$28.8K | 0.25% | 84 |
|
|
2020
Q3 | $362K | Buy |
14,191
+118
| +0.8% | +$3.01K | 0.24% | 83 |
|
|
2020
Q2 | $364K | Hold |
14,073
| – | – | 0.26% | 81 |
|
|
2020
Q1 | $369K | Hold |
14,073
| – | – | 0.29% | 79 |
|
|
2019
Q4 | $458K | Sell |
14,073
-140
| -1% | -$4.56K | 0.27% | 82 |
|
|
2019
Q3 | $483K | Hold |
14,213
| – | – | 0.33% | 78 |
|
|
2019
Q2 | $495K | Buy |
14,213
+560
| +4% | +$19.5K | 0.34% | 75 |
|
|
2019
Q1 | $488K | Buy |
+13,653
| New | +$488K | 0.35% | 69 |
|