SOA Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.7K | Sell |
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|
2025
Q2 | $28K | Buy |
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|
2025
Q1 | $29.6K | Sell |
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|
2024
Q4 | $30.3K | Buy |
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|
2024
Q3 | $32.5K | Buy |
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|
2024
Q2 | $27.6K | Buy |
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|
2024
Q1 | $29.8K | Sell |
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|
2023
Q4 | $34.8K | Buy |
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|
2023
Q3 | $36.5K | Sell |
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|
2023
Q2 | $83K | Buy |
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|
2023
Q1 | $84.6K | Sell |
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|
2022
Q4 | $108K | Buy |
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|
2022
Q3 | $35K | Buy |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $44K | Buy |
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|
2021
Q4 | $24K | Sell |
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|
2021
Q3 | $45K | Buy |
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|
2021
Q2 | $41K | Buy |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $23K | Buy |
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