SFA
Sequoia Financial Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
23,307
-143
| -0.6% | -$6.21K | 0.01% | 678 |
|
|
2025
Q1 | $1.08M | Sell |
23,450
-1,367
| -6% | -$63K | 0.01% | 593 |
|
|
2024
Q4 | $934K | Sell |
24,817
-23
| -0.1% | -$866 | 0.01% | 594 |
|
|
2024
Q3 | $1.01M | Buy |
24,840
+1,462
| +6% | +$59.3K | 0.01% | 542 |
|
|
2024
Q2 | $809K | Buy |
23,378
+2,208
| +10% | +$76.4K | 0.01% | 538 |
|
|
2024
Q1 | $795K | Sell |
21,170
-4,173
| -16% | -$157K | 0.01% | 533 |
|
|
2023
Q4 | $910K | Buy |
25,343
+10,332
| +69% | +$371K | 0.01% | 551 |
|
|
2023
Q3 | $567K | Buy |
15,011
+552
| +4% | +$20.9K | 0.01% | 483 |
|
|
2023
Q2 | $589K | Buy |
14,459
+373
| +3% | +$15.2K | 0.01% | 475 |
|
|
2023
Q1 | $590K | Buy |
14,086
+1,407
| +11% | +$58.9K | 0.01% | 419 |
|
|
2022
Q4 | $548K | Buy |
12,679
+6,635
| +110% | +$287K | 0.01% | 405 |
|
|
2022
Q3 | $226K | Sell |
6,044
-3,426
| -36% | -$128K | 0.01% | 459 |
|
|
2022
Q2 | $430K | Buy |
9,470
+597
| +7% | +$27.1K | 0.01% | 353 |
|
|
2022
Q1 | $422K | Buy |
8,873
+2,059
| +30% | +$97.9K | 0.01% | 399 |
|
|
2021
Q4 | $394K | Buy |
+6,814
| New | +$394K | 0.01% | 379 |
|
|
2020
Q1 | – | Sell |
-5,062
| Closed | -$231K | – | 380 |
|
|
2019
Q4 | $231K | Buy |
5,062
+28
| +0.6% | +$1.28K | 0.01% | 342 |
|
|
2019
Q3 | $243K | Buy |
5,034
+23
| +0.5% | +$1.11K | 0.02% | 312 |
|
|
2019
Q2 | $240K | Hold |
5,011
| – | – | 0.02% | 315 |
|
|
2019
Q1 | $251K | Buy |
+5,011
| New | +$251K | 0.02% | 305 |
|
|
2018
Q3 | – | Sell |
-5,692
| Closed | -$242K | – | 326 |
|
|
2018
Q2 | $242K | Sell |
5,692
-225
| -4% | -$9.57K | 0.03% | 264 |
|
|
2018
Q1 | $231K | Sell |
5,917
-131
| -2% | -$5.11K | 0.02% | 263 |
|
|
2017
Q4 | $238K | Sell |
6,048
-1,198
| -17% | -$47.1K | 0.03% | 255 |
|
|
2017
Q3 | $273K | Buy |
7,246
+5
| +0.1% | +$188 | 0.03% | 223 |
|
|
2017
Q2 | $261K | Sell |
7,241
-258
| -3% | -$9.3K | 0.03% | 227 |
|
|
2017
Q1 | $270K | Sell |
7,499
-147
| -2% | -$5.29K | 0.03% | 219 |
|
|
2016
Q4 | $271K | Sell |
7,646
-584
| -7% | -$20.7K | 0.04% | 215 |
|
|
2016
Q3 | $274K | Sell |
8,230
-1,050
| -11% | -$35K | 0.05% | 181 |
|
|
2016
Q2 | $337K | Buy |
9,280
+2,328
| +33% | +$84.5K | 0.09% | 157 |
|
|
2016
Q1 | $249K | Buy |
+6,952
| New | +$249K | 0.08% | 158 |
|