OneDigital Investment Advisors’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 | $348K | Sell |
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|
2025
Q2 | $353K | Buy |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $282K | Buy |
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|
2024
Q2 | $219K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $30K | Buy |
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|
2019
Q1 | $12K | Sell |
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|
2018
Q4 | $20K | Buy |
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|
2018
Q3 | $10K | Buy |
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|
2018
Q2 | $10K | Buy |
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|
2018
Q1 | $9K | Sell |
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|
2017
Q4 | $28K | Buy |
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|
2017
Q3 | $9K | Sell |
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|
2017
Q2 | $46K | Buy |
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