LPL Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Buy |
612,162
+240,812
| +65% | +$10.5M | 0.01% | 1074 |
|
|
2025
Q1 | $17.1M | Buy |
371,350
+18,646
| +5% | +$859K | 0.01% | 1244 |
|
|
2024
Q4 | $13.3M | Sell |
352,704
-33,377
| -9% | -$1.26M | 0.01% | 1331 |
|
|
2024
Q3 | $15.7M | Sell |
386,081
-14,290
| -4% | -$579K | 0.01% | 1176 |
|
|
2024
Q2 | $13.9M | Buy |
400,371
+23,701
| +6% | +$820K | 0.01% | 1160 |
|
|
2024
Q1 | $14.2M | Sell |
376,670
-11,894
| -3% | -$447K | 0.01% | 1111 |
|
|
2023
Q4 | $13.9M | Buy |
388,564
+33,727
| +10% | +$1.21M | 0.01% | 1048 |
|
|
2023
Q3 | $13.4M | Buy |
354,837
+9,945
| +3% | +$376K | 0.01% | 989 |
|
|
2023
Q2 | $14.1M | Buy |
344,892
+56,415
| +20% | +$2.3M | 0.01% | 952 |
|
|
2023
Q1 | $12.1M | Buy |
288,477
+73,281
| +34% | +$3.07M | 0.01% | 988 |
|
|
2022
Q4 | $9.3M | Buy |
215,196
+4,643
| +2% | +$201K | 0.01% | 1061 |
|
|
2022
Q3 | $7.89M | Sell |
210,553
-11,333
| -5% | -$425K | 0.01% | 1080 |
|
|
2022
Q2 | $10.1M | Buy |
221,886
+20,659
| +10% | +$936K | 0.01% | 961 |
|
|
2022
Q1 | $9.58M | Sell |
201,227
-84,578
| -30% | -$4.03M | 0.01% | 1026 |
|
|
2021
Q4 | $11.8M | Buy |
285,805
+12,379
| +5% | +$510K | 0.01% | 926 |
|
|
2021
Q3 | $9.43M | Buy |
273,426
+263
| +0.1% | +$9.07K | 0.01% | 998 |
|
|
2021
Q2 | $8.63M | Sell |
273,163
-2,852
| -1% | -$90.1K | 0.01% | 992 |
|
|
2021
Q1 | $8.61M | Buy |
276,015
+11,805
| +4% | +$368K | 0.01% | 904 |
|
|
2020
Q4 | $7.96M | Sell |
264,210
-12,077
| -4% | -$364K | 0.01% | 857 |
|
|
2020
Q3 | $7.05M | Sell |
276,287
-6,973
| -2% | -$178K | 0.01% | 783 |
|
|
2020
Q2 | $7.33M | Buy |
283,260
+19,311
| +7% | +$500K | 0.01% | 703 |
|
|
2020
Q1 | $6.93M | Sell |
263,949
-9,883
| -4% | -$259K | 0.01% | 624 |
|
|
2019
Q4 | $8.9M | Sell |
273,832
-30,002
| -10% | -$976K | 0.02% | 618 |
|
|
2019
Q3 | $10.5M | Buy |
303,834
+15,573
| +5% | +$537K | 0.02% | 515 |
|
|
2019
Q2 | $9.86M | Buy |
288,261
+41,951
| +17% | +$1.43M | 0.02% | 511 |
|
|
2019
Q1 | $8.81M | Buy |
246,310
+12,327
| +5% | +$441K | 0.02% | 553 |
|
|
2018
Q4 | $7.53M | Buy |
233,983
+4,033
| +2% | +$130K | 0.02% | 545 |
|
|
2018
Q3 | $7.16M | Sell |
229,950
-10,611
| -4% | -$330K | 0.02% | 599 |
|
|
2018
Q2 | $7.31M | Buy |
240,561
+9,842
| +4% | +$299K | 0.02% | 564 |
|
|
2018
Q1 | $6.42M | Buy |
230,719
+34,847
| +18% | +$970K | 0.02% | 593 |
|
|
2017
Q4 | $5.51M | Buy |
195,872
+43,965
| +29% | +$1.24M | 0.02% | 625 |
|
|
2017
Q3 | $4.08M | Buy |
151,907
+5,924
| +4% | +$159K | 0.01% | 671 |
|
|
2017
Q2 | $3.76M | Buy |
145,983
+135,841
| +1,339% | +$3.5M | 0.01% | 656 |
|
|
2017
Q1 | $259K | Sell |
10,142
-2,204
| -18% | -$56.3K | ﹤0.01% | 2312 |
|
|
2016
Q4 | $310K | Sell |
12,346
-32,442
| -72% | -$815K | ﹤0.01% | 2147 |
|
|
2016
Q3 | $1.02M | Sell |
44,788
-920
| -2% | -$20.9K | 0.01% | 1177 |
|
|
2016
Q2 | $1.19M | Sell |
45,708
-396,651
| -90% | -$10.4M | 0.01% | 1060 |
|
|
2016
Q1 | $10.9M | Buy |
442,359
+82,770
| +23% | +$2.04M | 0.03% | 414 |
|
|
2015
Q4 | $7.22M | Buy |
359,589
+128,333
| +55% | +$2.58M | 0.02% | 555 |
|
|
2015
Q3 | $5M | Buy |
231,256
+32,637
| +16% | +$705K | 0.03% | 461 |
|
|
2015
Q2 | $4.53M | Sell |
198,619
-4,196
| -2% | -$95.6K | 0.02% | 553 |
|
|
2015
Q1 | $4.75M | Sell |
202,815
-16,276
| -7% | -$381K | 0.02% | 538 |
|
|
2014
Q4 | $5.79M | Sell |
219,091
-3,063
| -1% | -$81K | 0.03% | 429 |
|
|
2014
Q3 | $5.48M | Sell |
222,154
-3,837
| -2% | -$94.6K | 0.03% | 428 |
|
|
2014
Q2 | $5.88M | Sell |
225,991
-22,277
| -9% | -$580K | 0.03% | 416 |
|
|
2014
Q1 | $5.94M | Sell |
248,268
-20,525
| -8% | -$491K | 0.04% | 393 |
|
|
2013
Q4 | $5.25M | Sell |
268,793
-91,227
| -25% | -$1.78M | 0.03% | 424 |
|
|
2013
Q3 | $7.71M | Buy |
360,020
+52,644
| +17% | +$1.13M | 0.05% | 309 |
|
|
2013
Q2 | $6.77M | Buy |
+307,376
| New | +$6.77M | 0.05% | 304 |
|