SNS Financial Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,590
| Closed | -$212K | – | 202 |
|
|
2025
Q1 | $212K | Buy |
+4,590
| New | +$212K | 0.02% | 180 |
|
|
2022
Q2 | – | Sell |
-4,731
| Closed | -$225K | – | 200 |
|
|
2022
Q1 | $225K | Sell |
4,731
-1,902
| -29% | -$90.5K | 0.03% | 182 |
|
|
2021
Q4 | $273K | Hold |
6,633
| – | – | 0.03% | 174 |
|
|
2021
Q3 | $229K | Hold |
6,633
| – | – | 0.03% | 183 |
|
|
2021
Q2 | $210K | Hold |
6,633
| – | – | 0.03% | 187 |
|
|
2021
Q1 | $207K | Hold |
6,633
| – | – | 0.03% | 182 |
|
|
2020
Q4 | $200K | Sell |
6,633
-1,942
| -23% | -$58.6K | 0.03% | 183 |
|
|
2020
Q3 | $219K | Sell |
8,575
-708
| -8% | -$18.1K | 0.03% | 168 |
|
|
2020
Q2 | $240K | Hold |
9,283
| – | – | 0.04% | 149 |
|
|
2020
Q1 | $244K | Buy |
9,283
+44
| +0.5% | +$1.16K | 0.05% | 135 |
|
|
2019
Q4 | $300K | Sell |
9,239
-375
| -4% | -$12.2K | 0.05% | 147 |
|
|
2019
Q3 | $331K | Hold |
9,614
| – | – | 0.06% | 137 |
|
|
2019
Q2 | $329K | Buy |
9,614
+1,942
| +25% | +$66.5K | 0.06% | 142 |
|
|
2019
Q1 | $274K | Buy |
7,672
+375
| +5% | +$13.4K | 0.06% | 146 |
|
|
2018
Q4 | $235K | Buy |
+7,297
| New | +$235K | 0.06% | 150 |
|