NorthRock Partners’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 | $460K | Buy |
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|
2025
Q2 | $396K | Buy |
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|
2025
Q1 | $403K | Buy |
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|
2024
Q4 | $308K | Sell |
|
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|
2024
Q3 | $400K | Sell |
|
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|
2024
Q2 | $353K | Buy |
|
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|
2024
Q1 | $363K | Buy |
|
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|
2023
Q4 | $293K | Buy |
|
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|
2023
Q3 | $227K | Buy |
|
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|
2023
Q2 | $205K | Sell |
|
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|
2023
Q1 | $235K | Sell |
|
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $318K | Buy |
|
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $226K | Buy |
|