Prime Capital 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 | $419K | Sell |
9,649
-989
| -9% | -$42.9K | 0.01% | 663 |
|
|
2025
Q1 | $490K | Buy |
10,638
+2,346
| +28% | +$108K | 0.01% | 672 |
|
|
2024
Q4 | $312K | Sell |
8,292
-627
| -7% | -$23.6K | ﹤0.01% | 719 |
|
|
2024
Q3 | $362K | Sell |
8,919
-1,855
| -17% | -$75.2K | 0.01% | 673 |
|
|
2024
Q2 | $373K | Sell |
10,774
-379
| -3% | -$13.1K | 0.01% | 660 |
|
|
2024
Q1 | $419K | Buy |
11,153
+2,342
| +27% | +$88K | 0.01% | 675 |
|
|
2023
Q4 | $316K | Buy |
8,811
+3,127
| +55% | +$112K | ﹤0.01% | 719 |
|
|
2023
Q3 | $215K | Sell |
5,684
-246
| -4% | -$9.3K | ﹤0.01% | 669 |
|
|
2023
Q2 | $242K | Buy |
+5,930
| New | +$242K | ﹤0.01% | 664 |
|
|
2020
Q3 | – | Sell |
-1,429
| Closed | -$37K | – | 465 |
|
|
2020
Q2 | $37K | Buy |
1,429
+89
| +7% | +$2.3K | ﹤0.01% | 343 |
|
|
2020
Q1 | $35K | Sell |
1,340
-449
| -25% | -$11.7K | ﹤0.01% | 306 |
|
|
2019
Q4 | $58K | Sell |
1,789
-18,140
| -91% | -$588K | 0.01% | 296 |
|
|
2019
Q3 | $687K | Buy |
19,929
+3,259
| +20% | +$112K | 0.11% | 141 |
|
|
2019
Q2 | $570K | Buy |
16,670
+2,970
| +22% | +$102K | 0.1% | 140 |
|
|
2019
Q1 | $490K | Buy |
+13,700
| New | +$490K | 0.14% | 98 |
|