Lido 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 | $1.89M | Buy |
43,520
+7,541
| +21% | +$327K | 0.01% | 555 |
|
|
2025
Q1 | $1.66M | Buy |
35,979
+8,409
| +31% | +$387K | 0.01% | 557 |
|
|
2024
Q4 | $1.04M | Buy |
27,570
+353
| +1% | +$13.3K | ﹤0.01% | 696 |
|
|
2024
Q3 | $1.1M | Sell |
27,217
-865
| -3% | -$35.1K | 0.01% | 613 |
|
|
2024
Q2 | $972K | Buy |
28,082
+10,261
| +58% | +$355K | 0.01% | 617 |
|
|
2024
Q1 | $670K | Sell |
17,821
-5,956
| -25% | -$224K | ﹤0.01% | 721 |
|
|
2023
Q4 | $854K | Sell |
23,777
-3,889
| -14% | -$140K | 0.01% | 613 |
|
|
2023
Q3 | $1.05M | Buy |
27,666
+820
| +3% | +$31K | 0.01% | 479 |
|
|
2023
Q2 | $1.09M | Buy |
26,846
+10,297
| +62% | +$420K | 0.01% | 458 |
|
|
2023
Q1 | $693K | Buy |
16,549
+11,323
| +217% | +$474K | 0.01% | 516 |
|
|
2022
Q4 | $226K | Buy |
+5,226
| New | +$226K | ﹤0.01% | 776 |
|
|
2022
Q2 | – | Sell |
-4,216
| Closed | -$200K | – | 862 |
|
|
2022
Q1 | $200K | Sell |
4,216
-927
| -18% | -$44K | ﹤0.01% | 839 |
|
|
2021
Q4 | $211K | Buy |
+5,143
| New | +$211K | ﹤0.01% | 830 |
|