Smartleaf Asset Management’s Exelon EXC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Sell
10,841
-652
-6% -$28K 0.04% 387
2025
Q1
$514K Buy
11,493
+1,832
+19% +$81.9K 0.05% 358
2024
Q4
$364K Buy
9,661
+3,409
+55% +$128K 0.04% 396
2024
Q3
$252K Buy
6,252
+2,074
+50% +$83.8K 0.03% 434
2024
Q2
$145K Buy
4,178
+463
+12% +$16.1K 0.02% 467
2024
Q1
$139K Buy
3,715
+2,402
+183% +$89.6K 0.03% 447
2023
Q4
$43K Buy
+1,313
New +$43K 0.01% 557