RIA Advisory Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
24,040
+9,994
| +71% | +$434K | 0.31% | 52 |
|
|
2025
Q1 | $647K | Buy |
14,046
+2,759
| +24% | +$127K | 0.21% | 75 |
|
|
2024
Q4 | $425K | Buy |
11,287
+4,478
| +66% | +$169K | 0.14% | 85 |
|
|
2024
Q3 | $276K | Buy |
+6,809
| New | +$276K | 0.1% | 108 |
|
|
2024
Q1 | $247K | Buy |
+6,572
| New | +$247K | 0.1% | 120 |
|
|
2023
Q1 | – | Sell |
-10,441
| Closed | -$432K | – | 130 |
|
|
2022
Q4 | $432K | Buy |
+10,441
| New | +$432K | 0.25% | 60 |
|