Sigma Planning Corp’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
16,356
+350
| +2% | +$15.2K | 0.02% | 638 |
|
|
2025
Q1 | $738K | Buy |
16,006
+508
| +3% | +$23.4K | 0.02% | 589 |
|
|
2024
Q4 | $583K | Sell |
15,498
-1,537
| -9% | -$57.9K | 0.02% | 680 |
|
|
2024
Q3 | $691K | Buy |
17,035
+121
| +0.7% | +$4.91K | 0.02% | 629 |
|
|
2024
Q2 | $585K | Buy |
16,914
+1,385
| +9% | +$47.9K | 0.02% | 667 |
|
|
2024
Q1 | $583K | Buy |
15,529
+7,535
| +94% | +$283K | 0.02% | 701 |
|
|
2023
Q4 | $287K | Sell |
7,994
-8,546
| -52% | -$307K | 0.02% | 636 |
|
|
2023
Q3 | $625K | Buy |
16,540
+385
| +2% | +$14.6K | 0.02% | 614 |
|
|
2023
Q2 | $658K | Sell |
16,155
-4,715
| -23% | -$192K | 0.02% | 625 |
|
|
2023
Q1 | $874K | Sell |
20,870
-965
| -4% | -$40.4K | 0.03% | 565 |
|
|
2022
Q4 | $944K | Buy |
21,835
+281
| +1% | +$12.1K | 0.03% | 500 |
|
|
2022
Q3 | $807K | Buy |
21,554
+1,276
| +6% | +$47.8K | 0.03% | 534 |
|
|
2022
Q2 | $919K | Sell |
20,278
-56
| -0.3% | -$2.54K | 0.03% | 497 |
|
|
2022
Q1 | $969K | Sell |
20,334
-8,079
| -28% | -$385K | 0.03% | 554 |
|
|
2021
Q4 | $1.17M | Sell |
28,413
-213
| -0.7% | -$8.78K | 0.03% | 479 |
|
|
2021
Q3 | $987K | Sell |
28,626
-272
| -0.9% | -$9.38K | 0.03% | 543 |
|
|
2021
Q2 | $913K | Sell |
28,898
-13
| -0% | -$411 | 0.03% | 580 |
|
|
2021
Q1 | $902K | Buy |
28,911
+3,455
| +14% | +$108K | 0.03% | 538 |
|
|
2020
Q4 | $767K | Sell |
25,456
-1,031
| -4% | -$31.1K | 0.03% | 520 |
|
|
2020
Q3 | $676K | Sell |
26,487
-2,147
| -7% | -$54.8K | 0.03% | 503 |
|
|
2020
Q2 | $741K | Sell |
28,634
-113
| -0.4% | -$2.92K | 0.03% | 464 |
|
|
2020
Q1 | $755K | Buy |
28,747
+2,896
| +11% | +$76.1K | 0.04% | 379 |
|
|
2019
Q4 | $841K | Sell |
25,851
-826
| -3% | -$26.9K | 0.04% | 449 |
|
|
2019
Q3 | $919K | Sell |
26,677
-613
| -2% | -$21.1K | 0.04% | 391 |
|
|
2019
Q2 | $933K | Sell |
27,290
-478
| -2% | -$16.3K | 0.05% | 354 |
|
|
2019
Q1 | $993K | Buy |
27,768
+6,630
| +31% | +$237K | 0.06% | 317 |
|
|
2018
Q4 | $680K | Buy |
21,138
+72
| +0.3% | +$2.32K | 0.05% | 342 |
|
|
2018
Q3 | $656K | Buy |
21,066
+755
| +4% | +$23.5K | 0.04% | 393 |
|
|
2018
Q2 | $617K | Sell |
20,311
-26
| -0.1% | -$790 | 0.04% | 398 |
|
|
2018
Q1 | $566K | Sell |
20,337
-348
| -2% | -$9.69K | 0.04% | 408 |
|
|
2017
Q4 | $581K | Sell |
20,685
-739
| -3% | -$20.8K | 0.04% | 396 |
|
|
2017
Q3 | $576K | Buy |
21,424
+707
| +3% | +$19K | 0.05% | 379 |
|
|
2017
Q2 | $533K | Sell |
20,717
-380
| -2% | -$9.78K | 0.05% | 389 |
|
|
2017
Q1 | $541K | Sell |
21,097
-579
| -3% | -$14.8K | 0.05% | 371 |
|
|
2016
Q4 | $549K | Sell |
21,676
-1,206
| -5% | -$30.5K | 0.06% | 325 |
|
|
2016
Q3 | $543K | Buy |
22,882
+1,018
| +5% | +$24.2K | 0.06% | 320 |
|
|
2016
Q2 | $567K | Sell |
21,864
-3,131
| -13% | -$81.2K | 0.07% | 291 |
|
|
2016
Q1 | $639K | Buy |
24,995
+5,300
| +27% | +$135K | 0.09% | 255 |
|
|
2015
Q4 | $390K | Sell |
19,695
-6,060
| -24% | -$120K | 0.05% | 383 |
|
|
2015
Q3 | $546K | Buy |
25,755
+3,075
| +14% | +$65.2K | 0.09% | 271 |
|
|
2015
Q2 | $508K | Sell |
22,680
-14,623
| -39% | -$328K | 0.07% | 332 |
|
|
2015
Q1 | $894K | Buy |
37,303
+69
| +0.2% | +$1.65K | 0.12% | 211 |
|
|
2014
Q4 | $985K | Buy |
+37,234
| New | +$985K | 0.13% | 186 |
|