Resonant Capital 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 | $343K | Buy |
7,908
+688
| +10% | +$29.9K | 0.02% | 305 |
|
|
2025
Q1 | $333K | Buy |
7,220
+267
| +4% | +$12.3K | 0.02% | 268 |
|
|
2024
Q4 | $262K | Buy |
6,953
+1,229
| +21% | +$46.3K | 0.02% | 294 |
|
|
2024
Q3 | $232K | Buy |
+5,724
| New | +$232K | 0.02% | 322 |
|
|
2024
Q2 | – | Sell |
-5,869
| Closed | -$220K | – | 344 |
|
|
2024
Q1 | $220K | Buy |
+5,869
| New | +$220K | 0.02% | 320 |
|
|
2023
Q4 | – | Sell |
-5,582
| Closed | -$211K | – | 288 |
|
|
2023
Q3 | $211K | Buy |
5,582
+413
| +8% | +$15.6K | 0.02% | 256 |
|
|
2023
Q2 | $211K | Buy |
5,169
+211
| +4% | +$8.6K | 0.02% | 256 |
|
|
2023
Q1 | $208K | Buy |
4,958
+39
| +0.8% | +$1.63K | 0.02% | 244 |
|
|
2022
Q4 | $213K | Buy |
+4,919
| New | +$213K | 0.03% | 248 |
|
|
2022
Q3 | – | Sell |
-5,311
| Closed | -$241K | – | 231 |
|
|
2022
Q2 | $241K | Buy |
5,311
+183
| +4% | +$8.3K | 0.04% | 211 |
|
|
2022
Q1 | $244K | Sell |
5,128
-1,934
| -27% | -$92K | 0.04% | 195 |
|
|
2021
Q4 | $291K | Buy |
7,062
+467
| +7% | +$19.2K | 0.04% | 176 |
|
|
2021
Q3 | $227K | Buy |
6,595
+137
| +2% | +$4.72K | 0.04% | 177 |
|
|
2021
Q2 | $204K | Buy |
+6,458
| New | +$204K | 0.04% | 169 |
|
|
2021
Q1 | – | Sell |
-6,665
| Closed | -$201K | – | 168 |
|
|
2020
Q4 | $201K | Buy |
+6,665
| New | +$201K | 0.05% | 170 |
|
|
2020
Q1 | – | Sell |
-6,665
| Closed | -$217K | – | 199 |
|
|
2019
Q4 | $217K | Buy |
+6,665
| New | +$217K | 0.07% | 195 |
|