Marshall Financial Group (Maryland)’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
7,795
| – | – | 0.07% | 204 |
|
|
2025
Q1 | $359K | Sell |
7,795
-378
| -5% | -$17.4K | 0.08% | 179 |
|
|
2024
Q4 | $308K | Buy |
8,173
+94
| +1% | +$3.54K | 0.07% | 180 |
|
|
2024
Q3 | $328K | Sell |
8,079
-6,305
| -44% | -$256K | 0.08% | 174 |
|
|
2024
Q2 | $498K | Sell |
14,384
-3,289
| -19% | -$114K | 0.14% | 129 |
|
|
2024
Q1 | $664K | Sell |
17,673
-573
| -3% | -$21.5K | 0.19% | 119 |
|
|
2023
Q4 | $655K | Buy |
18,246
+272
| +2% | +$9.77K | 0.21% | 119 |
|
|
2023
Q3 | $679K | Hold |
17,974
| – | – | 0.24% | 110 |
|
|
2023
Q2 | $732K | Hold |
17,974
| – | – | 0.25% | 108 |
|
|
2023
Q1 | $753K | Sell |
17,974
-459
| -2% | -$19.2K | 0.27% | 102 |
|
|
2022
Q4 | $797K | Buy |
18,433
+7,111
| +63% | +$307K | 0.31% | 109 |
|
|
2022
Q3 | $424K | Hold |
11,322
| – | – | 0.18% | 134 |
|
|
2022
Q2 | $513K | Hold |
11,322
| – | – | 0.21% | 134 |
|
|
2022
Q1 | $539K | Sell |
11,322
-4,551
| -29% | -$217K | 0.22% | 141 |
|
|
2021
Q4 | $654K | Hold |
15,873
| – | – | 0.24% | 138 |
|
|
2021
Q3 | $547K | Hold |
15,873
| – | – | 0.28% | 119 |
|
|
2021
Q2 | $502K | Hold |
15,873
| – | – | 0.27% | 121 |
|
|
2021
Q1 | $495K | Sell |
15,873
-5,557
| -26% | -$173K | 0.3% | 98 |
|
|
2020
Q4 | $645K | Buy |
+21,430
| New | +$645K | 0.42% | 80 |
|