Raymond James Financial Services Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.63M | Buy |
163,527
+4,621
| +3% | +$187K | 0.01% | 1083 |
|
|
2024
Q2 | $5.5M | Sell |
158,906
-7,311
| -4% | -$253K | 0.01% | 1111 |
|
|
2024
Q1 | $6.24M | Sell |
166,217
-3,246
| -2% | -$122K | 0.01% | 1020 |
|
|
2023
Q4 | $6.08M | Sell |
169,463
-10,051
| -6% | -$361K | 0.01% | 978 |
|
|
2023
Q3 | $6.78M | Buy |
179,514
+15,621
| +10% | +$590K | 0.01% | 872 |
|
|
2023
Q2 | $6.68M | Sell |
163,893
-1,503
| -0.9% | -$61.2K | 0.01% | 881 |
|
|
2023
Q1 | $6.93M | Sell |
165,396
-6,088
| -4% | -$255K | 0.01% | 851 |
|
|
2022
Q4 | $7.41M | Sell |
171,484
-6,748
| -4% | -$292K | 0.01% | 785 |
|
|
2022
Q3 | $6.68M | Sell |
178,232
-2,578
| -1% | -$96.6K | 0.01% | 789 |
|
|
2022
Q2 | $8.19M | Sell |
180,810
-10,792
| -6% | -$489K | 0.02% | 708 |
|
|
2022
Q1 | $9.13M | Sell |
191,602
-60,510
| -24% | -$2.88M | 0.02% | 728 |
|
|
2021
Q4 | $10.4M | Sell |
252,112
-17,871
| -7% | -$736K | 0.02% | 668 |
|
|
2021
Q3 | $9.31M | Sell |
269,983
-1,652
| -0.6% | -$57K | 0.02% | 691 |
|
|
2021
Q2 | $8.59M | Sell |
271,635
-5,650
| -2% | -$179K | 0.02% | 725 |
|
|
2021
Q1 | $8.65M | Sell |
277,285
-9,191
| -3% | -$287K | 0.02% | 680 |
|
|
2020
Q4 | $8.63M | Sell |
286,476
-526
| -0.2% | -$15.8K | 0.02% | 620 |
|
|
2020
Q3 | $7.32M | Buy |
287,002
+22,387
| +8% | +$571K | 0.02% | 607 |
|
|
2020
Q2 | $6.85M | Sell |
264,615
-14,652
| -5% | -$379K | 0.02% | 591 |
|
|
2020
Q1 | $7.33M | Buy |
279,267
+20,905
| +8% | +$549K | 0.03% | 451 |
|
|
2019
Q4 | $8.4M | Buy |
258,362
+16,000
| +7% | +$520K | 0.03% | 555 |
|
|
2019
Q3 | $8.35M | Buy |
242,362
+15,604
| +7% | +$538K | 0.03% | 518 |
|
|
2019
Q2 | $7.75M | Buy |
226,758
+13,721
| +6% | +$469K | 0.03% | 523 |
|
|
2019
Q1 | $7.62M | Sell |
213,037
-77,885
| -27% | -$2.78M | 0.03% | 512 |
|
|
2018
Q4 | $9.36M | Buy |
290,922
+90,107
| +45% | +$2.9M | 0.05% | 366 |
|
|
2018
Q3 | $6.25M | Sell |
200,815
-13,653
| -6% | -$425K | 0.03% | 564 |
|
|
2018
Q2 | $6.52M | Buy |
214,468
+28,365
| +15% | +$862K | 0.03% | 508 |
|
|
2018
Q1 | $5.18M | Sell |
186,103
-13,017
| -7% | -$362K | 0.03% | 534 |
|
|
2017
Q4 | $5.6M | Sell |
199,120
-1,604
| -0.8% | -$45.1K | 0.04% | 493 |
|
|
2017
Q3 | $5.39M | Sell |
200,724
-4,621
| -2% | -$124K | 0.03% | 498 |
|
|
2017
Q2 | $5.28M | Buy |
205,345
+4,343
| +2% | +$112K | 0.04% | 492 |
|
|
2017
Q1 | $5.16M | Sell |
201,002
-4,727
| -2% | -$121K | 0.04% | 472 |
|
|
2016
Q4 | $5.21M | Buy |
205,729
+7,248
| +4% | +$183K | 0.04% | 444 |
|
|
2016
Q3 | $4.71M | Sell |
198,481
-126,695
| -39% | -$3.01M | 0.04% | 462 |
|
|
2016
Q2 | $8.43M | Sell |
325,176
-3,844
| -1% | -$99.7K | 0.08% | 277 |
|
|
2016
Q1 | $8.42M | Buy |
329,020
+171,773
| +109% | +$4.39M | 0.1% | 244 |
|
|
2015
Q4 | $3.12M | Buy |
157,247
+29,546
| +23% | +$585K | 0.04% | 482 |
|
|
2015
Q3 | $2.71M | Buy |
127,701
+103,263
| +423% | +$2.19M | 0.05% | 429 |
|
|
2015
Q2 | $548K | Buy |
24,438
+5,160
| +27% | +$116K | 0.04% | 449 |
|
|
2015
Q1 | $462K | Buy |
19,278
+1,869
| +11% | +$44.8K | 0.02% | 462 |
|
|
2014
Q4 | $460K | Sell |
17,409
-420
| -2% | -$11.1K | 0.02% | 475 |
|
|
2014
Q3 | $434K | Sell |
17,829
-282
| -2% | -$6.87K | 0.02% | 476 |
|
|
2014
Q2 | $471K | Sell |
18,111
-1,224
| -6% | -$31.8K | 0.03% | 426 |
|
|
2014
Q1 | $463K | Sell |
19,335
-1,165
| -6% | -$27.9K | 0.03% | 446 |
|
|
2013
Q4 | $400K | Buy |
20,500
+886
| +5% | +$17.3K | 0.02% | 448 |
|
|
2013
Q3 | $415K | Sell |
19,614
-85,306
| -81% | -$1.8M | 0.03% | 422 |
|
|
2013
Q2 | $2.31M | Buy |
+104,920
| New | +$2.31M | 0.07% | 335 |
|