Optimum 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 | $28K | Hold |
|
|||||
|
2025
Q2 | $27K | Hold |
|
|||||
|
2025
Q1 | $28.7K | Hold |
|
|||||
|
2024
Q4 | $23.4K | Hold |
|
|||||
|
2024
Q3 | $25.2K | Hold |
|
|||||
|
2024
Q2 | $21.5K | Hold |
|
|||||
|
2024
Q1 | $23.4K | Hold |
|
|||||
|
2023
Q4 | $22.3K | Hold |
|
|||||
|
2023
Q3 | $23.5K | Hold |
|
|||||
|
2023
Q2 | $25.4K | Hold |
|
|||||
|
2023
Q1 | $26.1K | Sell |
|
|||||
|
2022
Q4 | $27.9K | Hold |
|
|||||
|
2022
Q3 | $24K | Sell |
|
|||||
|
2022
Q2 | $43K | Hold |
|
|||||
|
2022
Q1 | $45K | Sell |
|
|||||
|
2021
Q4 | $42K | Hold |
|
|||||
|
2021
Q3 | $35K | Hold |
|
|||||
|
2021
Q2 | $32K | Hold |
|
|||||
|
2021
Q1 | $32K | Sell |
|
|||||
|
2020
Q4 | $97K | Hold |
|
|||||
|
2020
Q3 | $82K | Sell |
|
|||||
|
2020
Q2 | $86K | Buy |
|
|||||
|
2020
Q1 | $87K | Sell |
|
|||||
|
2019
Q4 | $120K | Sell |
|
|||||
|
2019
Q3 | $301K | Sell |
|
|||||
|
2019
Q2 | $437K | Sell |
|
|||||
|
2019
Q1 | $619K | Buy |
|
|||||
|
2018
Q4 | $556K | Sell |
|
|||||
|
2018
Q3 | $573K | Buy |
|
|||||
|
2018
Q2 | $557K | Buy |
|
|||||
|
2018
Q1 | $498K | Buy |
|
|||||
|
2017
Q4 | $502K | Buy |
|
|||||
|
2017
Q3 | $479K | Buy |
|
|||||
|
2017
Q2 | $458K | Buy |
|
|||||
|
2017
Q1 | $455K | Buy |
|
|||||
|
2016
Q4 | $448K | Sell |
|
|||||
|
2016
Q3 | $430K | Buy |
|
|||||
|
2016
Q2 | $465K | Sell |
|
|||||
|
2016
Q1 | $601K | Sell |
|
|||||
|
2015
Q4 | $538K | Sell |
|
|||||
|
2015
Q3 | $666K | Buy |
|
|||||
|
2015
Q1 | $425K | Buy |
|
|||||
|
2014
Q4 | $468K | Buy |
|
|||||
|
2014
Q3 | $429K | Sell |
|
|||||
|
2014
Q2 | $626K | Buy |
|
|||||
|
2014
Q1 | $545K | Buy |
|
|||||
|
2013
Q4 | $440K | Sell |
|
|||||
|
2013
Q3 | $482K | Buy |
|