Steward Partners Investment Advisory’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
30,787
-575
| -2% | -$25K | 0.01% | 871 |
|
|
2025
Q1 | $1.45M | Sell |
31,362
-77
| -0.2% | -$3.55K | 0.01% | 778 |
|
|
2024
Q4 | $1.18M | Sell |
31,439
-314
| -1% | -$11.8K | 0.01% | 814 |
|
|
2024
Q3 | $1.29M | Buy |
31,753
+774
| +2% | +$31.4K | 0.01% | 771 |
|
|
2024
Q2 | $1.07M | Buy |
30,979
+849
| +3% | +$29.4K | 0.01% | 790 |
|
|
2024
Q1 | $1.13M | Sell |
30,130
-825
| -3% | -$31K | 0.01% | 747 |
|
|
2023
Q4 | $1.11M | Sell |
30,955
-155
| -0.5% | -$5.57K | 0.02% | 688 |
|
|
2023
Q3 | $1.18M | Buy |
31,110
+1,294
| +4% | +$48.9K | 0.02% | 625 |
|
|
2023
Q2 | $1.21M | Sell |
29,816
-307
| -1% | -$12.5K | 0.02% | 630 |
|
|
2023
Q1 | $1.26M | Buy |
30,123
+466
| +2% | +$19.5K | 0.02% | 615 |
|
|
2022
Q4 | $1.28M | Buy |
29,657
+499
| +2% | +$21.6K | 0.02% | 586 |
|
|
2022
Q3 | $1.09M | Sell |
29,158
-935
| -3% | -$35K | 0.02% | 600 |
|
|
2022
Q2 | $1.36M | Sell |
30,093
-3,845
| -11% | -$174K | 0.03% | 550 |
|
|
2022
Q1 | $1.62M | Sell |
33,938
-24,726
| -42% | -$1.18M | 0.03% | 542 |
|
|
2021
Q4 | $2.42M | Sell |
58,664
-743
| -1% | -$30.6K | 0.04% | 439 |
|
|
2021
Q3 | $2.05M | Sell |
59,407
-1,796
| -3% | -$61.9K | 0.04% | 452 |
|
|
2021
Q2 | $1.93M | Sell |
61,203
-1,131
| -2% | -$35.7K | 0.03% | 453 |
|
|
2021
Q1 | $1.94M | Buy |
62,334
+11,743
| +23% | +$366K | 0.03% | 443 |
|
|
2020
Q4 | $1.52M | Sell |
50,591
-18,640
| -27% | -$562K | 0.03% | 435 |
|
|
2020
Q3 | $1.77M | Sell |
69,231
-3,766
| -5% | -$96.1K | 0.04% | 347 |
|
|
2020
Q2 | $1.89M | Buy |
72,997
+32,134
| +79% | +$832K | 0.05% | 312 |
|
|
2020
Q1 | $1.07M | Sell |
40,863
-5,312
| -12% | -$139K | 0.04% | 372 |
|
|
2019
Q4 | $1.5M | Sell |
46,175
-12,645
| -21% | -$411K | 0.04% | 355 |
|
|
2019
Q3 | $2.03M | Sell |
58,820
-109
| -0.2% | -$3.75K | 0.07% | 274 |
|
|
2019
Q2 | $2.02M | Buy |
58,929
+224
| +0.4% | +$7.66K | 0.07% | 257 |
|
|
2019
Q1 | $2.1M | Sell |
58,705
-4,478
| -7% | -$160K | 0.09% | 225 |
|
|
2018
Q4 | $2.03M | Sell |
63,183
-3,990
| -6% | -$128K | 0.1% | 219 |
|
|
2018
Q3 | $2.09M | Sell |
67,173
-5,535
| -8% | -$172K | 0.1% | 217 |
|
|
2018
Q2 | $2.21M | Buy |
72,708
+1,503
| +2% | +$45.7K | 0.13% | 179 |
|
|
2018
Q1 | $1.98M | Buy |
71,205
+7,900
| +12% | +$220K | 0.14% | 170 |
|
|
2017
Q4 | $1.78M | Buy |
63,305
+23,265
| +58% | +$654K | 0.14% | 166 |
|
|
2017
Q3 | $1.08M | Buy |
40,040
+2,068
| +5% | +$55.5K | 0.11% | 180 |
|
|
2017
Q2 | $976K | Sell |
37,972
-15,555
| -29% | -$400K | 0.11% | 179 |
|
|
2017
Q1 | $1.37M | Buy |
53,527
+15,328
| +40% | +$393K | 0.21% | 103 |
|
|
2016
Q4 | $966K | Buy |
+38,199
| New | +$966K | 0.44% | 48 |
|