Lantz Financial’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 | $449K | Buy |
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|
2025
Q2 | $388K | Buy |
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|
2025
Q1 | $402K | Sell |
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|
2024
Q4 | $330K | Buy |
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|
2024
Q3 | $353K | Buy |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $466K | Buy |
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|
2023
Q3 | $439K | Sell |
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|
2023
Q2 | $481K | Buy |
|
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|
2023
Q1 | $495K | Sell |
|
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|
2022
Q4 | $521K | Buy |
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|
2022
Q3 | $436K | Buy |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $500K | Sell |
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|
2021
Q4 | $595K | Buy |
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|
2021
Q3 | $490K | Buy |
|
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|
2021
Q2 | $418K | Hold |
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|
2021
Q1 | $413K | Hold |
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|
2020
Q4 | $398K | Sell |
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|
2020
Q3 | $362K | Buy |
|
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|
2020
Q2 | $364K | Hold |
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|
2020
Q1 | $369K | Hold |
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|
2019
Q4 | $458K | Sell |
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|
2019
Q3 | $483K | Hold |
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|
2019
Q2 | $495K | Buy |
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|
2019
Q1 | $488K | Buy |
|