Marshall Financial Group (Maryland)’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 | $351K | Hold |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $359K | Sell |
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|
2024
Q4 | $308K | Buy |
|
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $498K | Sell |
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|
2024
Q1 | $664K | Sell |
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|
2023
Q4 | $655K | Buy |
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|
2023
Q3 | $679K | Hold |
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|
2023
Q2 | $732K | Hold |
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|
2023
Q1 | $753K | Sell |
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|
2022
Q4 | $797K | Buy |
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|
2022
Q3 | $424K | Hold |
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|
2022
Q2 | $513K | Hold |
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|
2022
Q1 | $539K | Sell |
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|
2021
Q4 | $654K | Hold |
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|
2021
Q3 | $547K | Hold |
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|
2021
Q2 | $502K | Hold |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $645K | Buy |
|