SRH Advisors’s Exelon EXC Stock Holding History

SRH Advisors’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.8K	Hold	340	–	–	﹤0.01%	188
2025 Q1	$15.7K	Hold	340	–	–	﹤0.01%	184
2024 Q4	$12.8K	Hold	340	–	–	﹤0.01%	203
2024 Q3	$13.8K	Hold	340	–	–	﹤0.01%	196
2024 Q2	$11.8K	Hold	340	–	–	﹤0.01%	204
2024 Q1	$12.8K	Hold	340	–	–	﹤0.01%	201
2023 Q4	$12.2K	Hold	340	–	–	﹤0.01%	197
2023 Q3	$12.8K	Hold	340	–	–	0.01%	181
2023 Q2	$14.2K	Hold	340	–	–	0.01%	177
2023 Q1	$14K	Hold	340	–	–	0.01%	179
2022 Q4	$15K	Sell	340 -334	-50%	-$14.7K	0.01%	174
2022 Q3	$25K	Hold	674	–	–	0.03%	154
2022 Q2	$31K	Hold	674	–	–	0.04%	140
2022 Q1	$32K	Sell	674 -271	-29%	-$12.9K	0.04%	151
2021 Q4	$39K	Hold	945	–	–	0.04%	142
2021 Q3	$33K	Sell	945 -467	-33%	-$16.3K	0.04%	146
2021 Q2	$45K	Hold	1,412	–	–	0.06%	133
2021 Q1	$44K	Sell	1,412 -467	-25%	-$14.6K	0.06%	125
2020 Q4	$57K	Hold	1,879	–	–	0.09%	99
2020 Q3	$48K	Hold	1,879	–	–	0.09%	101
2020 Q2	$49K	Hold	1,879	–	–	0.12%	83
2020 Q1	$49K	Hold	1,879	–	–	0.14%	78
2019 Q4	$61K	Hold	1,879	–	–	0.2%	75
2019 Q3	$65K	Hold	1,879	–	–	0.22%	72
2019 Q2	$64K	Hold	1,879	–	–	0.22%	73
2019 Q1	$67K	Hold	1,879	–	–	0.24%	71
2018 Q4	$60K	Hold	1,879	–	–	0.23%	74
2018 Q3	$59K	Hold	1,879	–	–	0.2%	76
2018 Q2	$57K	Hold	1,879	–	–	0.21%	77
2018 Q1	$52K	Hold	1,879	–	–	0.21%	75
2017 Q4	$53K	Hold	1,879	–	–	0.21%	74
2017 Q3	$50K	Hold	1,879	–	–	0.21%	76
2017 Q2	$48K	Hold	1,879	–	–	0.23%	67
2017 Q1	$48K	Hold	1,879	–	–	0.22%	67
2016 Q4	$48K	Hold	1,879	–	–	0.24%	66
2016 Q3	$45K	Hold	1,879	–	–	0.23%	63
2016 Q2	$49K	Sell	1,879 -140	-7%	-$3.65K	0.26%	59
2016 Q1	$52K	Hold	2,019	–	–	0.29%	56
2015 Q4	$40K	Hold	2,019	–	–	0.24%	66
2015 Q3	$43K	Hold	2,019	–	–	0.25%	58
2015 Q2	$45K	Sell	2,019 -841	-29%	-$18.7K	0.28%	55
2015 Q1	$69K	Hold	2,860	–	–	0.46%	39
2014 Q4	$76K	Hold	2,860	–	–	0.52%	40
2014 Q3	$70K	Hold	2,860	–	–	0.54%	35
2014 Q2	$74K	Hold	2,860	–	–	0.58%	34
2014 Q1	$68K	Sell	2,860 -1,402	-33%	-$33.3K	0.54%	36
2013 Q4	$83K	Buy	+4,262	New	+$83K	0.82%	29