Steel Grove Capital 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
Q2 | $1.81M | Sell |
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|
2025
Q1 | $2.23M | Buy |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $2.03M | Buy |
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|
2023
Q1 | $2.08M | Buy |
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|
2022
Q4 | $2.07M | Buy |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $1.94M | Buy |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $1.89M | Buy |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $999K | Buy |
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|
2020
Q2 | $986K | Sell |
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|
2020
Q1 | $1.1M | Buy |
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|
2014
Q3 | $4.6M | Buy |
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|
2014
Q2 | $4.87M | Sell |
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|
2014
Q1 | $4.78M | Buy |
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|
2013
Q4 | $2.37M | Sell |
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|
2013
Q3 | $2.58M | Buy |
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|
2013
Q2 | $2.44M | Buy |
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