Level Four Advisory Services’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 | $441K | Buy |
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|
2025
Q2 | $424K | Buy |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $243K | Hold |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1M | Sell |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $841K | Buy |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $1M | Hold |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $1.09M | Sell |
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|
2018
Q3 | $1.06M | Buy |
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