SOA Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Buy |
646
+4
| +0.6% | +$174 | 0.01% | 450 |
|
|
2025
Q1 | $29.6K | Sell |
642
-163
| -20% | -$7.51K | 0.01% | 408 |
|
|
2024
Q4 | $30.3K | Buy |
805
+4
| +0.5% | +$150 | 0.01% | 393 |
|
|
2024
Q3 | $32.5K | Buy |
801
+4
| +0.5% | +$162 | 0.01% | 382 |
|
|
2024
Q2 | $27.6K | Buy |
797
+4
| +0.5% | +$138 | 0.01% | 388 |
|
|
2024
Q1 | $29.8K | Sell |
793
-177
| -18% | -$6.65K | 0.01% | 379 |
|
|
2023
Q4 | $34.8K | Buy |
970
+3
| +0.3% | +$108 | 0.01% | 341 |
|
|
2023
Q3 | $36.5K | Sell |
967
-1,071
| -53% | -$40.5K | 0.01% | 327 |
|
|
2023
Q2 | $83K | Buy |
2,038
+18
| +0.9% | +$733 | 0.02% | 247 |
|
|
2023
Q1 | $84.6K | Sell |
2,020
-484
| -19% | -$20.3K | 0.02% | 236 |
|
|
2022
Q4 | $108K | Buy |
2,504
+1,564
| +166% | +$67.6K | 0.03% | 211 |
|
|
2022
Q3 | $35K | Buy |
940
+2
| +0.2% | +$74 | 0.01% | 302 |
|
|
2022
Q2 | $42K | Buy |
938
+2
| +0.2% | +$90 | 0.01% | 283 |
|
|
2022
Q1 | $44K | Buy |
936
+329
| +54% | +$15.5K | 0.01% | 327 |
|
|
2021
Q4 | $24K | Sell |
607
-698
| -53% | -$27.6K | 0.01% | 417 |
|
|
2021
Q3 | $45K | Buy |
1,305
+4
| +0.3% | +$138 | 0.01% | 322 |
|
|
2021
Q2 | $41K | Buy |
1,301
+533
| +69% | +$16.8K | 0.01% | 331 |
|
|
2021
Q1 | $24K | Hold |
768
| – | – | 0.01% | 373 |
|
|
2020
Q4 | $23K | Buy |
+768
| New | +$23K | 0.01% | 376 |
|