SWM
SFG Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
7,156
+2
| +0% | +$87 | 0.19% | 65 |
|
|
2025
Q1 | $330K | Buy |
7,154
+2
| +0% | +$92 | 0.16% | 94 |
|
|
2024
Q4 | $269K | Buy |
+7,152
| New | +$269K | 0.14% | 78 |
|
|
2023
Q1 | – | Sell |
-4,900
| Closed | -$212K | – | 84 |
|
|
2022
Q4 | $212K | Buy |
+4,900
| New | +$212K | 0.26% | 73 |
|
|
2022
Q3 | – | Sell |
-5,194
| Closed | -$235K | – | 85 |
|
|
2022
Q2 | $235K | Buy |
5,194
+295
| +6% | +$13.3K | 0.27% | 67 |
|
|
2022
Q1 | $233K | Buy |
4,899
+5
| +0.1% | +$238 | 0.22% | 78 |
|
|
2021
Q4 | $283K | Buy |
+4,894
| New | +$283K | 0.25% | 77 |
|