Sound Income Strategies’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.6K | Buy |
1,189
+810
| +214% | +$35.2K | ﹤0.01% | 512 |
|
|
2025
Q1 | $17.5K | Buy |
379
+118
| +45% | +$5.43K | ﹤0.01% | 749 |
|
|
2024
Q4 | $9.81K | Buy |
261
+124
| +91% | +$4.66K | ﹤0.01% | 846 |
|
|
2024
Q3 | $5.56K | Hold |
137
| – | – | ﹤0.01% | 936 |
|
|
2024
Q2 | $4.74K | Sell |
137
-345
| -72% | -$11.9K | ﹤0.01% | 953 |
|
|
2024
Q1 | $18.1K | Sell |
482
-1,357
| -74% | -$51K | ﹤0.01% | 615 |
|
|
2023
Q4 | $66K | Buy |
1,839
+1,702
| +1,242% | +$61.1K | 0.01% | 354 |
|
|
2023
Q3 | $5.18K | Hold |
137
| – | – | ﹤0.01% | 741 |
|
|
2023
Q2 | $5.58K | Hold |
137
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $5.74K | Sell |
137
-75
| -35% | -$3.14K | ﹤0.01% | 680 |
|
|
2022
Q4 | $9.17K | Hold |
212
| – | – | ﹤0.01% | 536 |
|
|
2022
Q3 | $8K | Buy |
212
+10
| +5% | +$377 | ﹤0.01% | 503 |
|
|
2022
Q2 | $9K | Hold |
202
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $10K | Sell |
202
-59
| -23% | -$2.92K | ﹤0.01% | 473 |
|
|
2021
Q4 | $11K | Buy |
261
+161
| +161% | +$6.79K | ﹤0.01% | 461 |
|
|
2021
Q3 | $3K | Sell |
100
-30
| -23% | -$900 | ﹤0.01% | 637 |
|
|
2021
Q2 | $4K | Buy |
130
+70
| +117% | +$2.15K | ﹤0.01% | 624 |
|
|
2021
Q1 | $1.88K | Hold |
60
| – | – | ﹤0.01% | 773 |
|
|
2020
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 704 |
|
|
2020
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 659 |
|
|
2020
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 633 |
|
|
2020
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 583 |
|
|
2019
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 570 |
|
|
2019
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 534 |
|
|
2019
Q2 | $2K | Sell |
60
-72
| -55% | -$2.4K | ﹤0.01% | 550 |
|
|
2019
Q1 | $5K | Buy |
132
+72
| +120% | +$2.73K | ﹤0.01% | 432 |
|
|
2018
Q4 | $2K | Sell |
60
-72
| -55% | -$2.4K | ﹤0.01% | 531 |
|
|
2018
Q3 | $4K | Sell |
132
-85
| -39% | -$2.58K | ﹤0.01% | 468 |
|
|
2018
Q2 | $7K | Buy |
217
+7
| +3% | +$226 | ﹤0.01% | 373 |
|
|
2018
Q1 | $6K | Hold |
210
| – | – | ﹤0.01% | 353 |
|
|
2017
Q4 | $6K | Buy |
+210
| New | +$6K | ﹤0.01% | 296 |
|