Paragon Financial Partners’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
$420K Hold
2025
Q2
$405K Sell
2025
Q1
$450K Hold
2024
Q4
$367K Sell
2024
Q3
$396K Hold
2024
Q2
$338K Hold
2024
Q1
$367K Hold
2023
Q4
$351K Sell
2023
Q3
$370K Hold
2023
Q2
$399K Hold
2023
Q1
$410K Buy
2022
Q4
$422K Hold
2022
Q3
$366K Hold
2022
Q2
$443K Hold
2022
Q1
$465K Sell
2021
Q4
$564K Buy