SeaCrest Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
5,250
-519
| -9% | -$22.5K | 0.02% | 532 |
|
|
2025
Q1 | $266K | Buy |
5,769
+95
| +2% | +$4.38K | 0.03% | 527 |
|
|
2024
Q4 | $214K | Sell |
5,674
-51
| -0.9% | -$1.92K | 0.02% | 603 |
|
|
2024
Q3 | $232K | Sell |
5,725
-387
| -6% | -$15.7K | 0.03% | 574 |
|
|
2024
Q2 | $212K | Buy |
6,112
+117
| +2% | +$4.05K | 0.02% | 567 |
|
|
2024
Q1 | $225K | Sell |
5,995
-4,532
| -43% | -$170K | 0.03% | 542 |
|
|
2023
Q4 | $382K | Sell |
10,527
-536
| -5% | -$19.5K | 0.05% | 375 |
|
|
2023
Q3 | $418K | Sell |
11,063
-1,622
| -13% | -$61.3K | 0.05% | 353 |
|
|
2023
Q2 | $517K | Sell |
12,685
-48
| -0.4% | -$1.96K | 0.07% | 312 |
|
|
2023
Q1 | $533K | Sell |
12,733
-1,047
| -8% | -$43.9K | 0.07% | 301 |
|
|
2022
Q4 | $596K | Buy |
13,780
+18
| +0.1% | +$778 | 0.09% | 274 |
|
|
2022
Q3 | $516K | Sell |
13,762
-686
| -5% | -$25.7K | 0.08% | 291 |
|
|
2022
Q2 | $655K | Sell |
14,448
-27
| -0.2% | -$1.22K | 0.08% | 255 |
|
|
2022
Q1 | $689K | Sell |
14,475
-5,663
| -28% | -$270K | 0.08% | 265 |
|
|
2021
Q4 | $830K | Buy |
20,138
+178
| +0.9% | +$7.34K | 0.09% | 221 |
|
|
2021
Q3 | $688K | Sell |
19,960
-167
| -0.8% | -$5.76K | 0.08% | 252 |
|
|
2021
Q2 | $636K | Buy |
20,127
+676
| +3% | +$21.4K | 0.08% | 283 |
|
|
2021
Q1 | $607K | Buy |
19,451
+1,121
| +6% | +$35K | 0.08% | 270 |
|
|
2020
Q4 | $552K | Buy |
18,330
+2,298
| +14% | +$69.2K | 0.08% | 268 |
|
|
2020
Q3 | $409K | Buy |
16,032
+569
| +4% | +$14.5K | 0.07% | 299 |
|
|
2020
Q2 | $400K | Sell |
15,463
-468
| -3% | -$12.1K | 0.07% | 304 |
|
|
2020
Q1 | $418K | Sell |
15,931
-421
| -3% | -$11K | 0.09% | 241 |
|
|
2019
Q4 | $532K | Buy |
16,352
+2,797
| +21% | +$91K | 0.09% | 264 |
|
|
2019
Q3 | $467K | Buy |
13,555
+2,300
| +20% | +$79.2K | 0.09% | 276 |
|
|
2019
Q2 | $385K | Hold |
11,255
| – | – | 0.08% | 315 |
|
|
2019
Q1 | $402K | Sell |
11,255
-501
| -4% | -$17.9K | 0.07% | 288 |
|
|
2018
Q4 | $378K | Sell |
11,756
-280
| -2% | -$9K | 0.08% | 268 |
|
|
2018
Q3 | $375K | Sell |
12,036
-17
| -0.1% | -$530 | 0.06% | 327 |
|
|
2018
Q2 | $366K | Sell |
12,053
-3,968
| -25% | -$120K | 0.07% | 329 |
|
|
2018
Q1 | $446K | Hold |
16,021
| – | – | 0.08% | 270 |
|
|
2017
Q4 | $450K | Buy |
+16,021
| New | +$450K | 0.08% | 266 |
|