Mather Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
8,034
+2,656
| +49% | +$115K | ﹤0.01% | 463 |
|
|
2025
Q1 | $248K | Buy |
5,378
+1,111
| +26% | +$51.2K | ﹤0.01% | 529 |
|
|
2024
Q4 | $161K | Sell |
4,267
-768
| -15% | -$28.9K | ﹤0.01% | 632 |
|
|
2024
Q3 | $204K | Sell |
5,035
-11,144
| -69% | -$452K | ﹤0.01% | 566 |
|
|
2024
Q2 | $608K | Buy |
16,179
+2,683
| +20% | +$101K | 0.01% | 374 |
|
|
2024
Q1 | $485K | Buy |
13,496
+48
| +0.4% | +$1.72K | 0.01% | 345 |
|
|
2023
Q4 | $483K | Buy |
13,448
+2,042
| +18% | +$73.3K | 0.01% | 356 |
|
|
2023
Q3 | $431K | Buy |
11,406
+103
| +0.9% | +$3.89K | 0.01% | 355 |
|
|
2023
Q2 | $460K | Sell |
11,303
-6,279
| -36% | -$256K | 0.01% | 365 |
|
|
2023
Q1 | $737K | Sell |
17,582
-172
| -1% | -$7.21K | 0.01% | 261 |
|
|
2022
Q4 | $768K | Buy |
17,754
+188
| +1% | +$8.13K | 0.01% | 249 |
|
|
2022
Q3 | $658K | Buy |
+17,566
| New | +$658K | 0.01% | 248 |
|