Stiles Financial Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
5,404
+49
| +0.9% | +$2.13K | 0.08% | 162 |
|
|
2025
Q1 | $247K | Buy |
+5,355
| New | +$247K | 0.09% | 153 |
|
|
2024
Q4 | – | Sell |
-5,252
| Closed | -$213K | – | 187 |
|
|
2024
Q3 | $213K | Buy |
+5,252
| New | +$213K | 0.08% | 174 |
|
|
2023
Q3 | – | Sell |
-5,002
| Closed | -$204K | – | 182 |
|
|
2023
Q2 | $204K | Buy |
+5,002
| New | +$204K | 0.1% | 179 |
|
|
2022
Q3 | – | Sell |
-4,523
| Closed | -$205K | – | 171 |
|
|
2022
Q2 | $205K | Buy |
4,523
+31
| +0.7% | +$1.41K | 0.12% | 161 |
|
|
2022
Q1 | $214K | Sell |
4,492
-1,758
| -28% | -$83.8K | 0.11% | 168 |
|
|
2021
Q4 | $257K | Buy |
+6,250
| New | +$257K | 0.12% | 155 |
|