Sowell Financial Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Sell |
20,284
-867
| -4% | -$37.6K | 0.04% | 450 |
|
|
2025
Q1 | $975K | Buy |
21,151
+177
| +0.8% | +$8.16K | 0.04% | 394 |
|
|
2024
Q4 | $789K | Buy |
20,974
+2,006
| +11% | +$75.5K | 0.04% | 348 |
|
|
2024
Q3 | $769K | Sell |
18,968
-232
| -1% | -$9.41K | 0.04% | 385 |
|
|
2024
Q2 | $665K | Sell |
19,200
-560
| -3% | -$19.4K | 0.03% | 396 |
|
|
2024
Q1 | $742K | Buy |
19,760
+571
| +3% | +$21.4K | 0.04% | 394 |
|
|
2023
Q4 | $689K | Sell |
19,189
-5,604
| -23% | -$201K | 0.04% | 389 |
|
|
2023
Q3 | $937K | Sell |
24,793
-477
| -2% | -$18K | 0.06% | 314 |
|
|
2023
Q2 | $1.03M | Buy |
25,270
+3,724
| +17% | +$152K | 0.06% | 351 |
|
|
2023
Q1 | $903K | Sell |
21,546
-8,017
| -27% | -$336K | 0.07% | 313 |
|
|
2022
Q4 | $1.28M | Buy |
29,563
+4,498
| +18% | +$194K | 0.08% | 273 |
|
|
2022
Q3 | $939K | Sell |
25,065
-243
| -1% | -$9.1K | 0.09% | 244 |
|
|
2022
Q2 | $1.15M | Buy |
25,308
+12,807
| +102% | +$580K | 0.11% | 156 |
|
|
2022
Q1 | $595K | Sell |
12,501
-18,539
| -60% | -$882K | 0.1% | 125 |
|
|
2021
Q4 | $1.28M | Sell |
31,040
-2,417
| -7% | -$99.6K | 0.07% | 283 |
|
|
2021
Q3 | $1.15M | Sell |
33,457
-13,363
| -29% | -$461K | 0.08% | 272 |
|
|
2021
Q2 | $1.48M | Sell |
46,820
-57
| -0.1% | -$1.8K | 0.1% | 235 |
|
|
2021
Q1 | $1.49M | Buy |
46,877
+12,419
| +36% | +$394K | 0.05% | 304 |
|
|
2020
Q4 | $1.04M | Buy |
34,458
+8,797
| +34% | +$265K | 0.04% | 322 |
|
|
2020
Q3 | $655K | Sell |
25,661
-22,744
| -47% | -$581K | 0.03% | 397 |
|
|
2020
Q2 | $1.25M | Sell |
48,405
-505
| -1% | -$13.1K | 0.07% | 235 |
|
|
2020
Q1 | $1.28M | Sell |
48,910
-2,281
| -4% | -$59.9K | 0.1% | 214 |
|
|
2019
Q4 | $1.67M | Sell |
51,191
-8,980
| -15% | -$293K | 0.13% | 178 |
|
|
2019
Q3 | $2.08M | Buy |
+60,171
| New | +$2.08M | 0.17% | 124 |
|
|
2019
Q1 | $1.76M | Buy |
49,348
+264
| +0.5% | +$9.44K | 0.2% | 116 |
|
|
2018
Q4 | $1.58M | Buy |
49,084
+29,706
| +153% | +$956K | 0.22% | 96 |
|
|
2018
Q3 | $603K | Buy |
19,378
+322
| +2% | +$10K | 0.09% | 174 |
|
|
2018
Q2 | $589K | Buy |
19,056
+348
| +2% | +$10.8K | 0.13% | 158 |
|
|
2018
Q1 | $539K | Buy |
18,708
+9,751
| +109% | +$281K | 0.13% | 147 |
|
|
2017
Q4 | $247K | Buy |
+8,957
| New | +$247K | 0.06% | 225 |
|
|
2017
Q1 | – | Sell |
-3,895
| Closed | -$98K | – | 348 |
|
|
2016
Q4 | $98K | Buy |
+3,895
| New | +$98K | 0.03% | 273 |
|