Stonegate Investment Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
10,411
+526
| +5% | +$22.8K | 0.01% | 251 |
|
|
2025
Q1 | $456K | Sell |
9,885
-2,399
| -20% | -$111K | 0.01% | 224 |
|
|
2024
Q4 | $462K | Buy |
12,284
+194
| +2% | +$7.3K | 0.01% | 223 |
|
|
2024
Q3 | $490K | Buy |
12,090
+1,551
| +15% | +$62.9K | 0.01% | 230 |
|
|
2024
Q2 | $365K | Buy |
10,539
+783
| +8% | +$27.1K | 0.01% | 251 |
|
|
2024
Q1 | $367K | Buy |
9,756
+578
| +6% | +$21.7K | 0.01% | 245 |
|
|
2023
Q4 | $329K | Buy |
9,178
+34
| +0.4% | +$1.22K | 0.01% | 238 |
|
|
2023
Q3 | $346K | Buy |
9,144
+27
| +0.3% | +$1.02K | 0.01% | 229 |
|
|
2023
Q2 | $371K | Sell |
9,117
-31
| -0.3% | -$1.26K | 0.01% | 226 |
|
|
2023
Q1 | $383K | Sell |
9,148
-291
| -3% | -$12.2K | 0.01% | 228 |
|
|
2022
Q4 | $408K | Buy |
9,439
+169
| +2% | +$7.31K | 0.02% | 219 |
|
|
2022
Q3 | $347K | Buy |
9,270
+292
| +3% | +$10.9K | 0.02% | 210 |
|
|
2022
Q2 | $407K | Buy |
+8,978
| New | +$407K | 0.02% | 199 |
|