LaSalle St. Investment 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 | $664K | Sell |
15,301
-89
| -0.6% | -$3.86K | 0.18% | 125 |
|
|
2025
Q1 | $709K | Buy |
15,390
+158
| +1% | +$7.28K | 0.17% | 116 |
|
|
2024
Q4 | $573K | Buy |
15,232
+89
| +0.6% | +$3.35K | 0.18% | 115 |
|
|
2024
Q3 | $614K | Buy |
15,143
+272
| +2% | +$11K | 0.24% | 74 |
|
|
2024
Q2 | $515K | Buy |
14,871
+72
| +0.5% | +$2.49K | 0.26% | 70 |
|
|
2024
Q1 | $546K | Sell |
14,799
-119
| -0.8% | -$4.39K | 0.31% | 55 |
|
|
2023
Q4 | $5.36M | Buy |
14,918
+7,265
| +95% | +$2.61M | 0.36% | 47 |
|
|
2023
Q3 | $289K | Buy |
7,653
+97
| +1% | +$3.66K | 0.14% | 90 |
|
|
2023
Q2 | $307K | Sell |
7,556
-172
| -2% | -$6.99K | 0.14% | 85 |
|
|
2023
Q1 | $323K | Buy |
7,728
+293
| +4% | +$12.2K | 0.14% | 85 |
|
|
2022
Q4 | $321K | Buy |
+7,435
| New | +$321K | 0.15% | 75 |
|