LWA

Lowe Wealth Advisors’s Exelon EXC Stock Holding History

Lowe Wealth Advisors’s Portfolio EXC Stock Details EXC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13K	Hold	299	–	–	0.01%	234
2025 Q1	$13.8K	Hold	299	–	–	0.01%	226
2024 Q4	$11.3K	Sell	299 -25	-8%	-$941	﹤0.01%	225
2024 Q3	$13.1K	Sell	324 -21	-6%	-$851	0.01%	205
2024 Q2	$11.9K	Sell	345 -334	-49%	-$11.6K	0.01%	209
2024 Q1	$25.5K	Sell	679 -92	-12%	-$3.46K	0.01%	149
2023 Q4	$27.7K	Sell	771 -74	-9%	-$2.66K	0.01%	144
2023 Q3	$31.9K	Sell	845 -25	-3%	-$945	0.02%	129
2023 Q2	$35.4K	Hold	870	–	–	0.02%	128
2023 Q1	$36.4K	Hold	870	–	–	0.02%	120
2022 Q4	$37.6K	Hold	870	–	–	0.02%	118
2022 Q3	$33K	Hold	870	–	–	0.02%	112
2022 Q2	$39K	Hold	870	–	–	0.02%	105
2022 Q1	$41K	Buy	870 +418	+92%	+$19.7K	0.02%	112
2021 Q4	$26K	Hold	452	–	–	0.01%	133
2021 Q3	$22K	Hold	452	–	–	0.01%	134
2021 Q2	$20K	Sell	452 -64	-12%	-$2.83K	0.01%	139
2021 Q1	$23K	Hold	516	–	–	0.01%	125
2020 Q4	$22K	Hold	516	–	–	0.01%	125
2020 Q3	$18K	Hold	516	–	–	0.01%	124
2020 Q2	$19K	Hold	516	–	–	0.01%	112
2020 Q1	$19K	Hold	516	–	–	0.01%	109
2019 Q4	$24K	Hold	516	–	–	0.01%	109
2019 Q3	$25K	Hold	516	–	–	0.01%	101
2019 Q2	$25K	Hold	516	–	–	0.02%	102
2019 Q1	$25K	Hold	516	–	–	0.02%	96
2018 Q4	$23K	Hold	516	–	–	0.02%	98
2018 Q3	$23K	Hold	516	–	–	0.01%	106
2018 Q2	$22K	Hold	516	–	–	0.01%	105
2018 Q1	$20K	Hold	516	–	–	0.01%	112
2017 Q4	$20K	Hold	516	–	–	0.01%	117
2017 Q3	$19K	Hold	516	–	–	0.01%	114
2017 Q2	$19K	Sell	516 -60	-10%	-$2.21K	0.01%	101
2017 Q1	$21K	Buy	576 +60	+12%	+$2.19K	0.01%	96
2016 Q4	$18K	Hold	516	–	–	0.01%	103
2016 Q3	$17K	Hold	516	–	–	0.01%	109
2016 Q2	$19K	Hold	516	–	–	0.01%	97
2016 Q1	$19K	Hold	516	–	–	0.01%	96
2015 Q4	$14K	Hold	516	–	–	0.01%	108
2015 Q3	$15K	Hold	516	–	–	0.01%	99
2015 Q2	$16K	Hold	516	–	–	0.01%	110
2015 Q1	$17K	Sell	516 -224	-30%	-$7.38K	0.01%	107
2014 Q4	$27K	Buy	+740	New	+$27K	0.02%	90