Laurel Wealth Advisors (North Carolina)’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
10,855
+10,605
| +4,242% | +$244K | ﹤0.01% | 411 |
|
|
2025
Q1 | $11.5K | Hold |
250
| – | – | ﹤0.01% | 461 |
|
|
2024
Q4 | $9.41K | Hold |
250
| – | – | ﹤0.01% | 493 |
|
|
2024
Q3 | $10.1K | Hold |
250
| – | – | ﹤0.01% | 459 |
|
|
2024
Q2 | $8.65K | Hold |
250
| – | – | ﹤0.01% | 438 |
|
|
2024
Q1 | $9.39K | Hold |
250
| – | – | ﹤0.01% | 439 |
|
|
2023
Q4 | $8.98K | Hold |
250
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $9.45K | Hold |
250
| – | – | ﹤0.01% | 409 |
|
|
2023
Q2 | $10.2K | Hold |
250
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $10.5K | Hold |
250
| – | – | ﹤0.01% | 401 |
|
|
2022
Q4 | $10.8K | Hold |
250
| – | – | ﹤0.01% | 378 |
|
|
2022
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 389 |
|
|
2022
Q2 | $11K | Hold |
250
| – | – | ﹤0.01% | 381 |
|
|
2022
Q1 | $12K | Sell |
250
-101
| -29% | -$4.85K | ﹤0.01% | 392 |
|
|
2021
Q4 | $14K | Hold |
351
| – | – | ﹤0.01% | 378 |
|
|
2021
Q3 | $12K | Hold |
351
| – | – | ﹤0.01% | 393 |
|
|
2021
Q2 | $11K | Hold |
351
| – | – | ﹤0.01% | 448 |
|
|
2021
Q1 | $11K | Hold |
351
| – | – | ﹤0.01% | 411 |
|
|
2020
Q4 | $11K | Hold |
351
| – | – | ﹤0.01% | 404 |
|
|
2020
Q3 | $9K | Hold |
351
| – | – | ﹤0.01% | 391 |
|
|
2020
Q2 | $9K | Hold |
351
| – | – | ﹤0.01% | 384 |
|
|
2020
Q1 | $9K | Hold |
351
| – | – | ﹤0.01% | 369 |
|
|
2019
Q4 | $11K | Hold |
351
| – | – | ﹤0.01% | 388 |
|
|
2019
Q3 | $12K | Hold |
351
| – | – | ﹤0.01% | 362 |
|
|
2019
Q2 | $12K | Hold |
351
| – | – | ﹤0.01% | 359 |
|
|
2019
Q1 | $13K | Hold |
351
| – | – | ﹤0.01% | 340 |
|
|
2018
Q4 | $11K | Buy |
+351
| New | +$11K | ﹤0.01% | 341 |
|