Larson Financial Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
4,289
+2,025
| +89% | +$87.9K | 0.01% | 671 |
|
|
2025
Q1 | $104K | Buy |
2,264
+625
| +38% | +$28.8K | ﹤0.01% | 781 |
|
|
2024
Q4 | $61.7K | Sell |
1,639
-2,037
| -55% | -$76.7K | ﹤0.01% | 837 |
|
|
2024
Q3 | $149K | Buy |
3,676
+2,801
| +320% | +$114K | 0.01% | 632 |
|
|
2024
Q2 | $30.3K | Sell |
875
-435
| -33% | -$15.1K | ﹤0.01% | 936 |
|
|
2024
Q1 | $49.2K | Sell |
1,310
-5,792
| -82% | -$218K | ﹤0.01% | 691 |
|
|
2023
Q4 | $255K | Sell |
7,102
-5
| -0.1% | -$179 | 0.02% | 297 |
|
|
2023
Q3 | $269K | Buy |
7,107
+6,206
| +689% | +$235K | 0.03% | 271 |
|
|
2023
Q2 | $36.7K | Sell |
901
-19
| -2% | -$774 | ﹤0.01% | 614 |
|
|
2023
Q1 | $38.5K | Buy |
920
+222
| +32% | +$9.3K | ﹤0.01% | 602 |
|
|
2022
Q4 | $30.2K | Hold |
698
| – | – | ﹤0.01% | 610 |
|
|
2022
Q3 | $26K | Buy |
698
+6
| +0.9% | +$223 | ﹤0.01% | 573 |
|
|
2022
Q2 | $31K | Sell |
692
-6
| -0.9% | -$269 | 0.01% | 465 |
|
|
2022
Q1 | $33K | Sell |
698
-632
| -48% | -$29.9K | 0.01% | 439 |
|
|
2021
Q4 | $55K | Buy |
1,330
+974
| +274% | +$40.3K | 0.01% | 370 |
|
|
2021
Q3 | $12K | Hold |
356
| – | – | ﹤0.01% | 551 |
|
|
2021
Q2 | $11K | Hold |
356
| – | – | ﹤0.01% | 528 |
|
|
2021
Q1 | $11K | Hold |
356
| – | – | ﹤0.01% | 519 |
|
|
2020
Q4 | $11K | Buy |
356
+4
| +1% | +$124 | ﹤0.01% | 477 |
|
|
2020
Q3 | $9K | Hold |
352
| – | – | ﹤0.01% | 445 |
|
|
2020
Q2 | $9K | Hold |
352
| – | – | ﹤0.01% | 410 |
|
|
2020
Q1 | $9K | Hold |
352
| – | – | 0.01% | 303 |
|
|
2019
Q4 | $11K | Hold |
352
| – | – | 0.01% | 284 |
|
|
2019
Q3 | $12K | Hold |
352
| – | – | 0.01% | 280 |
|
|
2019
Q2 | $12K | Hold |
352
| – | – | 0.01% | 233 |
|
|
2019
Q1 | $13K | Hold |
352
| – | – | 0.01% | 211 |
|
|
2018
Q4 | $11K | Buy |
+352
| New | +$11K | 0.01% | 210 |
|