Pin Oak Investment Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $77K | Hold |
1,692
| – | – | 0.07% | 161 |
|
2025
Q1 | $76K | Hold |
1,692
| – | – | 0.06% | 164 |
|
2024
Q4 | $69K | Hold |
1,692
| – | – | 0.06% | 159 |
|
2024
Q3 | $68K | Hold |
1,692
| – | – | 0.06% | 160 |
|
2024
Q2 | $59K | Hold |
1,692
| – | – | 0.06% | 161 |
|
2024
Q1 | $64K | Hold |
1,692
| – | – | 0.06% | 156 |
|
2023
Q4 | $61K | Hold |
1,692
| – | – | 0.06% | 156 |
|
2023
Q3 | $64K | Hold |
1,692
| – | – | 0.07% | 144 |
|
2023
Q2 | $69K | Hold |
1,692
| – | – | 0.08% | 141 |
|
2023
Q1 | $71K | Hold |
1,692
| – | – | 0.09% | 134 |
|
2022
Q4 | $73K | Hold |
1,692
| – | – | 0.09% | 121 |
|
2022
Q3 | $63K | Hold |
1,692
| – | – | 0.08% | 130 |
|
2022
Q2 | $77K | Hold |
1,692
| – | – | 0.09% | 122 |
|
2022
Q1 | $81K | Sell |
1,692
-680
| -29% | -$32.6K | 0.09% | 133 |
|
2021
Q4 | $98K | Hold |
2,372
| – | – | 0.1% | 130 |
|
2021
Q3 | $82K | Hold |
2,372
| – | – | 0.09% | 130 |
|
2021
Q2 | $75K | Hold |
2,372
| – | – | 0.08% | 143 |
|
2021
Q1 | $74K | Hold |
2,372
| – | – | 0.06% | 157 |
|
2020
Q4 | $71K | Hold |
2,372
| – | – | 0.06% | 161 |
|
2020
Q3 | $61K | Hold |
2,372
| – | – | 0.06% | 153 |
|
2020
Q2 | $61K | Hold |
2,372
| – | – | 0.06% | 155 |
|
2020
Q1 | $62K | Hold |
2,372
| – | – | 0.06% | 157 |
|
2019
Q4 | $77K | Hold |
2,372
| – | – | 0.06% | 154 |
|
2019
Q3 | $82K | Hold |
2,372
| – | – | 0.07% | 157 |
|
2019
Q2 | $81K | Hold |
2,372
| – | – | 0.06% | 165 |
|
2019
Q1 | $85K | Hold |
2,372
| – | – | 0.07% | 158 |
|
2018
Q4 | $76K | Hold |
2,372
| – | – | 0.07% | 157 |
|
2018
Q3 | $74K | Hold |
2,372
| – | – | 0.06% | 166 |
|
2018
Q2 | $72K | Hold |
2,372
| – | – | 0.05% | 172 |
|
2018
Q1 | $66K | Hold |
2,372
| – | – | 0.05% | 176 |
|
2017
Q4 | $67K | Buy |
+2,372
| New | +$67K | 0.05% | 171 |
|