Peoples Financial Services Corp’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $181K | Hold |
4,174
| – | – | 0.09% | 131 |
|
2025
Q1 | $192K | Hold |
4,174
| – | – | 0.09% | 129 |
|
2024
Q4 | $157K | Hold |
4,174
| – | – | 0.07% | 131 |
|
2024
Q3 | $169K | Hold |
4,174
| – | – | 0.08% | 130 |
|
2024
Q2 | $144K | Hold |
4,174
| – | – | 0.07% | 135 |
|
2024
Q1 | $157K | Sell |
4,174
-200
| -5% | -$7.51K | 0.07% | 134 |
|
2023
Q4 | $157K | Sell |
4,374
-100
| -2% | -$3.59K | 0.07% | 136 |
|
2023
Q3 | $169K | Sell |
4,474
-200
| -4% | -$7.56K | 0.08% | 139 |
|
2023
Q2 | $190K | Hold |
4,674
| – | – | 0.09% | 136 |
|
2023
Q1 | $196K | Sell |
4,674
-4,896
| -51% | -$205K | 0.09% | 136 |
|
2022
Q4 | $414K | Sell |
9,570
-623
| -6% | -$26.9K | 0.19% | 110 |
|
2022
Q3 | $382K | Sell |
10,193
-100
| -1% | -$3.75K | 0.2% | 109 |
|
2022
Q2 | $466K | Hold |
10,293
| – | – | 0.22% | 100 |
|
2022
Q1 | $490K | Sell |
10,293
-3,264
| -24% | -$155K | 0.21% | 103 |
|
2021
Q4 | $558K | Sell |
13,557
-35
| -0.3% | -$1.44K | 0.22% | 91 |
|
2021
Q3 | $469K | Sell |
13,592
-701
| -5% | -$24.2K | 0.2% | 98 |
|
2021
Q2 | $451K | Sell |
14,293
-281
| -2% | -$8.87K | 0.19% | 96 |
|
2021
Q1 | $455K | Sell |
14,574
-11
| -0.1% | -$343 | 0.2% | 93 |
|
2020
Q4 | $439K | Hold |
14,585
| – | – | 0.2% | 91 |
|
2020
Q3 | $372K | Sell |
14,585
-697
| -5% | -$17.8K | 0.19% | 91 |
|
2020
Q2 | $395K | Hold |
15,282
| – | – | 0.21% | 89 |
|
2020
Q1 | $401K | Hold |
15,282
| – | – | 0.24% | 87 |
|
2019
Q4 | $497K | Sell |
15,282
-1,869
| -11% | -$60.8K | 0.23% | 86 |
|
2019
Q3 | $591K | Hold |
17,151
| – | – | 0.3% | 78 |
|
2019
Q2 | $586K | Sell |
17,151
-280
| -2% | -$9.57K | 0.3% | 79 |
|
2019
Q1 | $623K | Sell |
17,431
-561
| -3% | -$20.1K | 0.32% | 75 |
|
2018
Q4 | $578K | Sell |
17,992
-1,402
| -7% | -$45K | 0.33% | 73 |
|
2018
Q3 | $604K | Sell |
19,394
-280
| -1% | -$8.72K | 0.31% | 77 |
|
2018
Q2 | $598K | Hold |
19,674
| – | – | 0.33% | 73 |
|
2018
Q1 | $548K | Sell |
19,674
-421
| -2% | -$11.7K | 0.31% | 76 |
|
2017
Q4 | $565K | Hold |
20,095
| – | – | 0.31% | 78 |
|
2017
Q3 | $540K | Hold |
20,095
| – | – | 0.31% | 76 |
|
2017
Q2 | $517K | Sell |
20,095
-140
| -0.7% | -$3.6K | 0.3% | 77 |
|
2017
Q1 | $519K | Sell |
20,235
-140
| -0.7% | -$3.59K | 0.31% | 78 |
|
2016
Q4 | $528K | Buy |
20,375
+140
| +0.7% | +$3.63K | 0.33% | 76 |
|
2016
Q3 | $480K | Sell |
20,235
-140
| -0.7% | -$3.32K | 0.3% | 76 |
|
2016
Q2 | $528K | Hold |
20,375
| – | – | 0.33% | 76 |
|
2016
Q1 | $522K | Sell |
20,375
-351
| -2% | -$8.99K | 0.33% | 73 |
|
2015
Q4 | $411K | Sell |
20,726
-1,472
| -7% | -$29.2K | 0.27% | 80 |
|
2015
Q3 | $470K | Hold |
22,198
| – | – | 0.33% | 74 |
|
2015
Q2 | $497K | Sell |
22,198
-575
| -3% | -$12.9K | 0.33% | 75 |
|
2015
Q1 | $546K | Hold |
22,773
| – | – | 0.36% | 74 |
|
2014
Q4 | $602K | Sell |
22,773
-560
| -2% | -$14.8K | 0.39% | 70 |
|
2014
Q3 | $567K | Sell |
23,333
-3,786
| -14% | -$92K | 0.38% | 70 |
|
2014
Q2 | $706K | Sell |
27,119
-23,273
| -46% | -$606K | 0.45% | 62 |
|
2014
Q1 | $1.21M | Buy |
50,392
+2,524
| +5% | +$60.4K | 0.9% | 35 |
|
2013
Q4 | $935K | Buy |
+47,868
| New | +$935K | 0.62% | 49 |
|