Regal Investment Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $479K | Sell |
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|
2024
Q3 | $664K | Buy |
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|
2024
Q2 | $547K | Sell |
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|
2024
Q1 | $616K | Sell |
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|
2023
Q4 | $608K | Sell |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $720K | Sell |
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|
2023
Q1 | $765K | Sell |
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|
2022
Q4 | $794K | Buy |
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|
2022
Q3 | $636K | Buy |
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|
2022
Q2 | $699K | Sell |
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|
2022
Q1 | $869K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $896K | Buy |
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|
2021
Q2 | $717K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $860K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $661K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $804K | Buy |
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|
2019
Q3 | $852K | Sell |
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|
2019
Q2 | $907K | Sell |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $863K | Sell |
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|
2018
Q3 | $836K | Buy |
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|
2018
Q2 | $631K | Sell |
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|
2018
Q1 | $887K | Buy |
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|
2017
Q4 | $840K | Buy |
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|
2017
Q3 | $742K | Sell |
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|
2017
Q2 | $727K | Buy |
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|
2017
Q1 | $706K | Buy |
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|
2016
Q4 | $615K | Buy |
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|
2016
Q3 | $517K | Buy |
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|
2016
Q2 | $432K | Sell |
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|
2016
Q1 | $463K | Sell |
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|
2015
Q4 | $383K | Buy |
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|
2015
Q3 | $125K | Hold |
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|
2015
Q2 | $133K | Hold |
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|
2015
Q1 | $142K | Buy |
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|
2014
Q4 | $133K | Sell |
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|
2014
Q3 | $153K | Sell |
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|
2014
Q2 | $165K | Buy |
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|
2014
Q1 | $136K | Sell |
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|
2013
Q4 | $871K | Sell |
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|
2013
Q3 | $1.08M | Buy |
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|
2013
Q2 | $1.04M | Buy |
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