Lowe Wealth Advisors’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 | $12.5K | Sell |
278
-21
| -7% | -$922 | ﹤0.01% | 244 |
|
|
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% | -$970 | ﹤0.01% | 225 |
|
|
2024
Q3 | $13.1K | Sell |
324
-21
| -6% | -$790 | 0.01% | 205 |
|
|
2024
Q2 | $11.9K | Sell |
345
-334
| -49% | -$12.3K | 0.01% | 209 |
|
|
2024
Q1 | $25.5K | Sell |
679
-92
| -12% | -$3.29K | 0.01% | 149 |
|
|
2023
Q4 | $27.7K | Sell |
771
-74
| -9% | -$2.85K | 0.01% | 144 |
|
|
2023
Q3 | $31.9K | Sell |
845
-25
| -3% | -$1.02K | 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
+236
| +37% | +$10K | 0.02% | 112 |
|
|
2021
Q4 | $26K | Hold |
634
| – | – | 0.01% | 133 |
|
|
2021
Q3 | $22K | Hold |
634
| – | – | 0.01% | 134 |
|
|
2021
Q2 | $20K | Sell |
634
-89
| -12% | -$2.87K | 0.01% | 139 |
|
|
2021
Q1 | $23K | Hold |
723
| – | – | 0.01% | 125 |
|
|
2020
Q4 | $22K | Hold |
723
| – | – | 0.01% | 125 |
|
|
2020
Q3 | $18K | Hold |
723
| – | – | 0.01% | 124 |
|
|
2020
Q2 | $19K | Hold |
723
| – | – | 0.01% | 112 |
|
|
2020
Q1 | $19K | Hold |
723
| – | – | 0.01% | 109 |
|
|
2019
Q4 | $24K | Hold |
723
| – | – | 0.01% | 109 |
|
|
2019
Q3 | $25K | Hold |
723
| – | – | 0.01% | 101 |
|
|
2019
Q2 | $25K | Hold |
723
| – | – | 0.02% | 102 |
|
|
2019
Q1 | $25K | Hold |
723
| – | – | 0.02% | 96 |
|
|
2018
Q4 | $23K | Hold |
723
| – | – | 0.02% | 98 |
|
|
2018
Q3 | $23K | Hold |
723
| – | – | 0.01% | 106 |
|
|
2018
Q2 | $22K | Hold |
723
| – | – | 0.01% | 105 |
|
|
2018
Q1 | $20K | Hold |
723
| – | – | 0.01% | 112 |
|
|
2017
Q4 | $20K | Hold |
723
| – | – | 0.01% | 117 |
|
|
2017
Q3 | $19K | Hold |
723
| – | – | 0.01% | 114 |
|
|
2017
Q2 | $19K | Sell |
723
-85
| -11% | -$2.16K | 0.01% | 101 |
|
|
2017
Q1 | $21K | Buy |
808
+85
| +12% | +$2.17K | 0.01% | 96 |
|
|
2016
Q4 | $18K | Hold |
723
| – | – | 0.01% | 103 |
|
|
2016
Q3 | $17K | Hold |
723
| – | – | 0.01% | 109 |
|
|
2016
Q2 | $19K | Hold |
723
| – | – | 0.01% | 97 |
|
|
2016
Q1 | $19K | Hold |
723
| – | – | 0.01% | 96 |
|
|
2015
Q4 | $14K | Hold |
723
| – | – | 0.01% | 108 |
|
|
2015
Q3 | $15K | Hold |
723
| – | – | 0.01% | 99 |
|
|
2015
Q2 | $16K | Hold |
723
| – | – | 0.01% | 110 |
|
|
2015
Q1 | $17K | Sell |
723
-314
| -30% | -$7.78K | 0.01% | 107 |
|
|
2014
Q4 | $27K | Buy |
+1,037
| New | +$26.6K | 0.02% | 90 |
|
Other funds holding EXC
