Paragon Financial 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 | $405K | Sell |
9,326
-430
| -4% | -$18.7K | 0.28% | 48 |
|
|
2025
Q1 | $450K | Hold |
9,756
| – | – | 0.35% | 40 |
|
|
2024
Q4 | $367K | Sell |
9,756
-17
| -0.2% | -$640 | 0.28% | 49 |
|
|
2024
Q3 | $396K | Hold |
9,773
| – | – | 0.29% | 55 |
|
|
2024
Q2 | $338K | Hold |
9,773
| – | – | 0.26% | 59 |
|
|
2024
Q1 | $367K | Hold |
9,773
| – | – | 0.3% | 55 |
|
|
2023
Q4 | $351K | Sell |
9,773
-26
| -0.3% | -$933 | 0.34% | 55 |
|
|
2023
Q3 | $370K | Hold |
9,799
| – | – | 0.38% | 50 |
|
|
2023
Q2 | $399K | Hold |
9,799
| – | – | 0.38% | 51 |
|
|
2023
Q1 | $410K | Buy |
9,799
+26
| +0.3% | +$1.09K | 0.43% | 48 |
|
|
2022
Q4 | $422K | Hold |
9,773
| – | – | 0.47% | 41 |
|
|
2022
Q3 | $366K | Hold |
9,773
| – | – | 0.41% | 47 |
|
|
2022
Q2 | $443K | Hold |
9,773
| – | – | 0.46% | 42 |
|
|
2022
Q1 | $465K | Sell |
9,773
-3,929
| -29% | -$187K | 0.41% | 49 |
|
|
2021
Q4 | $564K | Buy |
+13,702
| New | +$564K | 0.46% | 43 |
|