ORG Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
2,488
+142
| +6% | +$6.17K | 0.02% | 421 |
|
|
2025
Q1 | $108K | Hold |
2,346
| – | – | 0.03% | 374 |
|
|
2024
Q4 | $88.3K | Hold |
2,346
| – | – | 0.01% | 449 |
|
|
2024
Q3 | $95.1K | Sell |
2,346
-512
| -18% | -$20.8K | 0.02% | 393 |
|
|
2024
Q2 | $98.8K | Buy |
+2,858
| New | +$98.8K | 0.01% | 607 |
|
|
2024
Q1 | – | Sell |
-930
| Closed | -$33.4K | – | 717 |
|
|
2023
Q4 | $33.4K | Sell |
930
-1,416
| -60% | -$50.8K | 0.01% | 601 |
|
|
2023
Q3 | $88.7K | Buy |
2,346
+930
| +66% | +$35.1K | 0.03% | 422 |
|
|
2023
Q2 | $58K | Buy |
+1,416
| New | +$58K | 0.01% | 622 |
|