Lindbrook Capital’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $155K | Sell |
3,368
-544
| -14% | -$25.1K | 0.01% | 492 |
|
2024
Q4 | $147K | Buy |
3,912
+1,263
| +48% | +$47.5K | 0.01% | 449 |
|
2024
Q3 | $107K | Buy |
2,649
+126
| +5% | +$5.11K | 0.01% | 549 |
|
2024
Q2 | $87.3K | Sell |
2,523
-254
| -9% | -$8.79K | 0.01% | 585 |
|
2024
Q1 | $104K | Buy |
2,777
+820
| +42% | +$30.8K | 0.01% | 523 |
|
2023
Q4 | $70.3K | Buy |
1,957
+180
| +10% | +$6.46K | 0.01% | 638 |
|
2023
Q3 | $67.2K | Sell |
1,777
-112
| -6% | -$4.23K | 0.01% | 589 |
|
2023
Q2 | $77K | Buy |
1,889
+168
| +10% | +$6.84K | 0.01% | 563 |
|
2023
Q1 | $72.1K | Sell |
1,721
-602
| -26% | -$25.2K | 0.01% | 575 |
|
2022
Q4 | $100K | Buy |
2,323
+1,572
| +209% | +$68K | 0.01% | 480 |
|
2022
Q3 | $28K | Buy |
751
+109
| +17% | +$4.06K | ﹤0.01% | 840 |
|
2022
Q2 | $29K | Sell |
642
-3,486
| -84% | -$157K | ﹤0.01% | 846 |
|
2022
Q1 | $197K | Sell |
4,128
-2,606
| -39% | -$124K | 0.03% | 290 |
|
2021
Q4 | $277K | Hold |
6,734
| – | – | 0.04% | 241 |
|
2021
Q3 | $232K | Buy |
6,734
+9
| +0.1% | +$310 | 0.06% | 130 |
|
2021
Q2 | $213K | Hold |
6,725
| – | – | 0.05% | 155 |
|
2021
Q1 | $210K | Sell |
6,725
-10
| -0.1% | -$312 | 0.05% | 146 |
|
2020
Q4 | $203K | Buy |
6,735
+1,912
| +40% | +$57.6K | 0.05% | 141 |
|
2020
Q3 | $123K | Buy |
4,823
+3,543
| +277% | +$90.4K | 0.03% | 175 |
|
2020
Q2 | $33K | Sell |
1,280
-199
| -13% | -$5.13K | 0.01% | 462 |
|
2020
Q1 | $39K | Sell |
1,479
-126
| -8% | -$3.32K | 0.01% | 380 |
|
2019
Q4 | $52K | Sell |
1,605
-441
| -22% | -$14.3K | 0.02% | 433 |
|
2019
Q3 | $70K | Sell |
2,046
-99
| -5% | -$3.39K | 0.03% | 311 |
|
2019
Q2 | $73K | Buy |
2,145
+163
| +8% | +$5.55K | 0.03% | 300 |
|
2019
Q1 | $70K | Buy |
1,982
+56
| +3% | +$1.98K | 0.03% | 300 |
|
2018
Q4 | $61K | Buy |
+1,926
| New | +$61K | 0.03% | 288 |
|