Level Four Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
9,760
+2,081
| +27% | +$90.4K | 0.02% | 563 |
|
|
2025
Q1 | $354K | Buy |
+7,679
| New | +$354K | 0.01% | 580 |
|
|
2024
Q2 | – | Sell |
-6,759
| Closed | -$243K | – | 780 |
|
|
2024
Q1 | $243K | Hold |
6,759
| – | – | 0.01% | 669 |
|
|
2023
Q4 | $243K | Buy |
6,759
+109
| +2% | +$3.91K | 0.01% | 667 |
|
|
2023
Q3 | $251K | Buy |
6,650
+194
| +3% | +$7.33K | 0.02% | 620 |
|
|
2023
Q2 | $263K | Buy |
6,456
+511
| +9% | +$20.8K | 0.02% | 654 |
|
|
2023
Q1 | $249K | Buy |
5,945
+435
| +8% | +$18.2K | 0.02% | 628 |
|
|
2022
Q4 | $238K | Buy |
+5,510
| New | +$238K | 0.02% | 576 |
|
|
2022
Q3 | – | Sell |
-5,094
| Closed | -$231K | – | 555 |
|
|
2022
Q2 | $231K | Buy |
5,094
+102
| +2% | +$4.63K | 0.02% | 495 |
|
|
2022
Q1 | $238K | Sell |
4,992
-1,603
| -24% | -$76.4K | 0.02% | 561 |
|
|
2021
Q4 | $272K | Buy |
+6,595
| New | +$272K | 0.02% | 530 |
|
|
2021
Q3 | – | Sell |
-37,698
| Closed | -$1.19M | – | 521 |
|
|
2021
Q2 | $1.19M | Sell |
37,698
-1,090
| -3% | -$34.4K | 0.08% | 248 |
|
|
2021
Q1 | $1.21M | Sell |
38,788
-24
| -0.1% | -$749 | 0.09% | 235 |
|
|
2020
Q4 | $1.17M | Sell |
38,812
-538
| -1% | -$16.2K | 0.09% | 216 |
|
|
2020
Q3 | $1M | Sell |
39,350
-189
| -0.5% | -$4.82K | 0.08% | 241 |
|
|
2020
Q2 | $1.03M | Buy |
39,539
+7,596
| +24% | +$197K | 0.08% | 252 |
|
|
2020
Q1 | $841K | Buy |
31,943
+42
| +0.1% | +$1.11K | 0.1% | 228 |
|
|
2019
Q4 | $1.03M | Sell |
31,901
-1,562
| -5% | -$50.6K | 0.04% | 275 |
|
|
2019
Q3 | $1.15M | Buy |
33,463
+4,100
| +14% | +$141K | 0.12% | 181 |
|
|
2019
Q2 | $1M | Hold |
29,363
| – | – | 0.1% | 198 |
|
|
2019
Q1 | $1.05M | Sell |
29,363
-4,518
| -13% | -$162K | 0.12% | 182 |
|
|
2018
Q4 | $1.09M | Sell |
33,881
-78
| -0.2% | -$2.51K | 0.14% | 165 |
|
|
2018
Q3 | $1.06M | Buy |
+33,959
| New | +$1.06M | 0.11% | 187 |
|