RIA
Regal Investment Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,058
| Closed | -$279K | – | 491 |
|
|
2025
Q1 | $279K | Sell |
6,058
-6,672
| -52% | -$307K | 0.02% | 417 |
|
|
2024
Q4 | $479K | Sell |
12,730
-3,655
| -22% | -$138K | 0.04% | 332 |
|
|
2024
Q3 | $664K | Buy |
16,385
+571
| +4% | +$23.2K | 0.05% | 300 |
|
|
2024
Q2 | $547K | Sell |
15,814
-594
| -4% | -$20.6K | 0.04% | 337 |
|
|
2024
Q1 | $616K | Sell |
16,408
-522
| -3% | -$19.6K | 0.04% | 318 |
|
|
2023
Q4 | $608K | Sell |
16,930
-769
| -4% | -$27.6K | 0.05% | 291 |
|
|
2023
Q3 | $669K | Buy |
17,699
+23
| +0.1% | +$869 | 0.06% | 251 |
|
|
2023
Q2 | $720K | Sell |
17,676
-598
| -3% | -$24.4K | 0.06% | 240 |
|
|
2023
Q1 | $765K | Sell |
18,274
-95
| -0.5% | -$3.98K | 0.07% | 225 |
|
|
2022
Q4 | $794K | Buy |
18,369
+1,386
| +8% | +$59.9K | 0.08% | 211 |
|
|
2022
Q3 | $636K | Buy |
16,983
+1,558
| +10% | +$58.3K | 0.07% | 229 |
|
|
2022
Q2 | $699K | Sell |
15,425
-2,820
| -15% | -$128K | 0.07% | 235 |
|
|
2022
Q1 | $869K | Sell |
18,245
-351
| -2% | -$16.7K | 0.08% | 232 |
|
|
2021
Q4 | $1.07M | Buy |
18,596
+55
| +0.3% | +$3.18K | 0.1% | 226 |
|
|
2021
Q3 | $896K | Buy |
18,541
+2,355
| +15% | +$114K | 0.09% | 248 |
|
|
2021
Q2 | $717K | Buy |
+16,186
| New | +$717K | 0.07% | 276 |
|
|
2021
Q1 | – | Sell |
-20,363
| Closed | -$860K | – | 144 |
|
|
2020
Q4 | $860K | Buy |
+20,363
| New | +$860K | 0.1% | 198 |
|
|
2020
Q3 | – | Sell |
-18,221
| Closed | -$661K | – | 57 |
|
|
2020
Q2 | $661K | Buy |
+18,221
| New | +$661K | 0.12% | 159 |
|
|
2020
Q1 | – | Sell |
-17,632
| Closed | -$804K | – | 101 |
|
|
2019
Q4 | $804K | Buy |
17,632
+4
| +0% | +$182 | 0.14% | 149 |
|
|
2019
Q3 | $852K | Sell |
17,628
-1,296
| -7% | -$62.6K | 0.17% | 146 |
|
|
2019
Q2 | $907K | Sell |
18,924
-1,348
| -7% | -$64.6K | 0.18% | 139 |
|
|
2019
Q1 | $1.02M | Buy |
20,272
+1,143
| +6% | +$57.3K | 0.21% | 128 |
|
|
2018
Q4 | $863K | Sell |
19,129
-10
| -0.1% | -$451 | 0.19% | 139 |
|
|
2018
Q3 | $836K | Buy |
19,139
+4,319
| +29% | +$189K | 0.18% | 143 |
|
|
2018
Q2 | $631K | Sell |
14,820
-7,915
| -35% | -$337K | 0.19% | 140 |
|
|
2018
Q1 | $887K | Buy |
22,735
+1,420
| +7% | +$55.4K | 0.2% | 134 |
|
|
2017
Q4 | $840K | Buy |
21,315
+1,605
| +8% | +$63.3K | 0.19% | 136 |
|
|
2017
Q3 | $742K | Sell |
19,710
-433
| -2% | -$16.3K | 0.17% | 143 |
|
|
2017
Q2 | $727K | Buy |
20,143
+521
| +3% | +$18.8K | 0.18% | 132 |
|
|
2017
Q1 | $706K | Buy |
19,622
+2,294
| +13% | +$82.5K | 0.18% | 135 |
|
|
2016
Q4 | $615K | Buy |
17,328
+1,807
| +12% | +$64.1K | 0.17% | 145 |
|
|
2016
Q3 | $517K | Buy |
15,521
+3,634
| +31% | +$121K | 0.15% | 157 |
|
|
2016
Q2 | $432K | Sell |
11,887
-1,014
| -8% | -$36.9K | 0.12% | 168 |
|
|
2016
Q1 | $463K | Sell |
12,901
-910
| -7% | -$32.7K | 0.13% | 156 |
|
|
2015
Q4 | $383K | Buy |
13,811
+9,577
| +226% | +$266K | 0.1% | 178 |
|
|
2015
Q3 | $125K | Hold |
4,234
| – | – | 0.03% | 314 |
|
|
2015
Q2 | $133K | Hold |
4,234
| – | – | 0.04% | 296 |
|
|
2015
Q1 | $142K | Buy |
4,234
+655
| +18% | +$22K | 0.04% | 290 |
|
|
2014
Q4 | $133K | Sell |
3,579
-906
| -20% | -$33.7K | 0.04% | 267 |
|
|
2014
Q3 | $153K | Sell |
4,485
-30
| -0.7% | -$1.02K | 0.05% | 250 |
|
|
2014
Q2 | $165K | Buy |
4,515
+475
| +12% | +$17.4K | 0.06% | 218 |
|
|
2014
Q1 | $136K | Sell |
4,040
-27,742
| -87% | -$934K | 0.06% | 229 |
|
|
2013
Q4 | $871K | Sell |
31,782
-4,694
| -13% | -$129K | 0.5% | 70 |
|
|
2013
Q3 | $1.08M | Buy |
36,476
+2,909
| +9% | +$86.2K | 0.63% | 60 |
|
|
2013
Q2 | $1.04M | Buy |
+33,567
| New | +$1.04M | 0.57% | 53 |
|