Spirit of America Management Corp’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Buy |
20,200
+2,000
| +11% | +$86.8K | 0.18% | 133 |
|
|
2025
Q1 | $839K | Buy |
18,200
+500
| +3% | +$23K | 0.17% | 131 |
|
|
2024
Q4 | $666K | Buy |
17,700
+4,000
| +29% | +$151K | 0.13% | 146 |
|
|
2024
Q3 | $556K | Buy |
13,700
+1,000
| +8% | +$40.6K | 0.11% | 165 |
|
|
2024
Q2 | $440K | Buy |
12,700
+400
| +3% | +$13.8K | 0.09% | 178 |
|
|
2024
Q1 | $462K | Hold |
12,300
| – | – | 0.09% | 171 |
|
|
2023
Q4 | $442K | Buy |
12,300
+400
| +3% | +$14.4K | 0.1% | 168 |
|
|
2023
Q3 | $450K | Buy |
11,900
+3,300
| +38% | +$125K | 0.1% | 145 |
|
|
2023
Q2 | $350K | Buy |
8,600
+3,750
| +77% | +$153K | 0.08% | 167 |
|
|
2023
Q1 | $203K | Buy |
+4,850
| New | +$203K | 0.05% | 186 |
|
|
2015
Q4 | – | Sell |
-7,571
| Closed | -$160K | – | 331 |
|
|
2015
Q3 | $160K | Hold |
7,571
| – | – | 0.03% | 284 |
|
|
2015
Q2 | $170K | Hold |
7,571
| – | – | 0.03% | 285 |
|
|
2015
Q1 | $181K | Sell |
7,571
-7,010
| -48% | -$168K | 0.04% | 280 |
|
|
2014
Q4 | $386K | Hold |
14,581
| – | – | 0.1% | 208 |
|
|
2014
Q3 | $355K | Hold |
14,581
| – | – | 0.11% | 223 |
|
|
2014
Q2 | $379K | Buy |
+14,581
| New | +$379K | 0.15% | 179 |
|