Stifel Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Sell |
112,270
-5,291
| -5% | -$230K | ﹤0.01% | 1264 |
|
|
2025
Q1 | $5.42M | Sell |
117,561
-5,462
| -4% | -$252K | 0.01% | 1148 |
|
|
2024
Q4 | $4.63M | Buy |
123,023
+2,854
| +2% | +$107K | ﹤0.01% | 1248 |
|
|
2024
Q3 | $4.87M | Buy |
120,169
+2,827
| +2% | +$115K | 0.01% | 1223 |
|
|
2024
Q2 | $4.06M | Sell |
117,342
-29,963
| -20% | -$1.04M | ﹤0.01% | 1261 |
|
|
2024
Q1 | $5.53M | Sell |
147,305
-29,330
| -17% | -$1.1M | 0.01% | 1083 |
|
|
2023
Q4 | $6.34M | Sell |
176,635
-43
| -0% | -$1.54K | 0.01% | 981 |
|
|
2023
Q3 | $6.68M | Sell |
176,678
-26,362
| -13% | -$996K | 0.01% | 895 |
|
|
2023
Q2 | $8.27M | Sell |
203,040
-3,229
| -2% | -$132K | 0.01% | 794 |
|
|
2023
Q1 | $8.64M | Buy |
206,269
+41,205
| +25% | +$1.73M | 0.01% | 744 |
|
|
2022
Q4 | $7.14M | Sell |
165,064
-272
| -0.2% | -$11.8K | 0.01% | 811 |
|
|
2022
Q3 | $6.19M | Sell |
165,336
-80,510
| -33% | -$3.02M | 0.01% | 840 |
|
|
2022
Q2 | $11.1M | Buy |
245,846
+10,458
| +4% | +$474K | 0.02% | 620 |
|
|
2022
Q1 | $11.2M | Sell |
235,388
-13,724
| -6% | -$654K | 0.02% | 672 |
|
|
2021
Q4 | $10.3M | Buy |
249,112
+5,803
| +2% | +$239K | 0.01% | 732 |
|
|
2021
Q3 | $8.39M | Sell |
243,309
-2,527
| -1% | -$87.1K | 0.01% | 782 |
|
|
2021
Q2 | $7.77M | Buy |
245,836
+66,910
| +37% | +$2.11M | 0.01% | 803 |
|
|
2021
Q1 | $5.58M | Buy |
178,926
+2,595
| +1% | +$81K | 0.01% | 895 |
|
|
2020
Q4 | $5.31M | Sell |
176,331
-21,655
| -11% | -$652K | 0.01% | 859 |
|
|
2020
Q3 | $5.05M | Sell |
197,986
-62,601
| -24% | -$1.6M | 0.01% | 757 |
|
|
2020
Q2 | $6.75M | Buy |
260,587
+65,985
| +34% | +$1.71M | 0.02% | 636 |
|
|
2020
Q1 | $5.14M | Sell |
194,602
-244,249
| -56% | -$6.45M | 0.01% | 652 |
|
|
2019
Q4 | $14.3M | Sell |
438,851
-200,572
| -31% | -$6.52M | 0.03% | 465 |
|
|
2019
Q3 | $22M | Buy |
639,423
+68,878
| +12% | +$2.37M | 0.06% | 299 |
|
|
2019
Q2 | $19.5M | Buy |
570,545
+159,788
| +39% | +$5.46M | 0.05% | 327 |
|
|
2019
Q1 | $14.7M | Sell |
410,757
-42,961
| -9% | -$1.54M | 0.04% | 404 |
|
|
2018
Q4 | $14.6M | Buy |
453,718
+30,587
| +7% | +$985K | 0.05% | 363 |
|
|
2018
Q3 | $13.2M | Sell |
423,131
-2,840
| -0.7% | -$88.3K | 0.04% | 428 |
|
|
2018
Q2 | $12.9M | Sell |
425,971
-50,566
| -11% | -$1.53M | 0.04% | 449 |
|
|
2018
Q1 | $13.3M | Buy |
476,537
+183,347
| +63% | +$5.1M | 0.04% | 428 |
|
|
2017
Q4 | $8.23M | Sell |
293,190
-15,202
| -5% | -$427K | 0.03% | 599 |
|
|
2017
Q3 | $8.3M | Buy |
308,392
+9,379
| +3% | +$252K | 0.03% | 569 |
|
|
2017
Q2 | $7.69M | Sell |
299,013
-24,484
| -8% | -$630K | 0.03% | 573 |
|
|
2017
Q1 | $8.31M | Buy |
323,497
+46,668
| +17% | +$1.2M | 0.03% | 523 |
|
|
2016
Q4 | $7.01M | Buy |
276,829
+11,564
| +4% | +$293K | 0.03% | 535 |
|
|
2016
Q3 | $6.3M | Sell |
265,265
-29,712
| -10% | -$705K | 0.03% | 553 |
|
|
2016
Q2 | $7.65M | Buy |
294,977
+3,483
| +1% | +$90.4K | 0.04% | 447 |
|
|
2016
Q1 | $7.45M | Sell |
291,494
-10,101
| -3% | -$258K | 0.04% | 399 |
|
|
2015
Q4 | $5.97M | Buy |
301,595
+11,346
| +4% | +$225K | 0.03% | 490 |
|
|
2015
Q3 | $6.15M | Sell |
290,249
-6,296
| -2% | -$133K | 0.03% | 452 |
|
|
2015
Q2 | $6.54M | Buy |
296,545
+66,911
| +29% | +$1.48M | 0.03% | 477 |
|
|
2015
Q1 | $5.5M | Buy |
229,634
+77,971
| +51% | +$1.87M | 0.03% | 582 |
|
|
2014
Q4 | $4.01M | Buy |
151,663
+11,558
| +8% | +$306K | 0.02% | 650 |
|
|
2014
Q3 | $3.41M | Buy |
140,105
+8,313
| +6% | +$202K | 0.03% | 599 |
|
|
2014
Q2 | $3.43M | Sell |
131,792
-55,306
| -30% | -$1.44M | 0.03% | 593 |
|
|
2014
Q1 | $4.48M | Buy |
+187,098
| New | +$4.48M | 0.04% | 474 |
|