OneDigital Investment Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
8,132
+41
| +0.5% | +$1.78K | ﹤0.01% | 1067 |
|
|
2025
Q1 | $373K | Buy |
8,091
+1,425
| +21% | +$65.7K | ﹤0.01% | 983 |
|
|
2024
Q4 | $251K | Sell |
6,666
-289
| -4% | -$10.9K | ﹤0.01% | 1221 |
|
|
2024
Q3 | $282K | Buy |
6,955
+638
| +10% | +$25.9K | ﹤0.01% | 1185 |
|
|
2024
Q2 | $219K | Buy |
+6,317
| New | +$219K | ﹤0.01% | 1247 |
|
|
2019
Q3 | – | Sell |
-889
| Closed | -$30K | – | 709 |
|
|
2019
Q2 | $30K | Buy |
889
+557
| +168% | +$18.8K | ﹤0.01% | 685 |
|
|
2019
Q1 | $12K | Sell |
332
-279
| -46% | -$10.1K | ﹤0.01% | 843 |
|
|
2018
Q4 | $20K | Buy |
611
+283
| +86% | +$9.26K | ﹤0.01% | 688 |
|
|
2018
Q3 | $10K | Buy |
328
+3
| +0.9% | +$91 | ﹤0.01% | 825 |
|
|
2018
Q2 | $10K | Buy |
325
+3
| +0.9% | +$92 | ﹤0.01% | 1040 |
|
|
2018
Q1 | $9K | Sell |
322
-671
| -68% | -$18.8K | ﹤0.01% | 1054 |
|
|
2017
Q4 | $28K | Buy |
993
+676
| +213% | +$19.1K | ﹤0.01% | 677 |
|
|
2017
Q3 | $9K | Sell |
317
-1,455
| -82% | -$41.3K | ﹤0.01% | 821 |
|
|
2017
Q2 | $46K | Buy |
+1,772
| New | +$46K | 0.01% | 496 |
|