Strategic 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 | $497K | Sell |
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|
2025
Q1 | $555K | Buy |
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|
2024
Q4 | $453K | Buy |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $398K | Buy |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $504K | Sell |
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|
2021
Q4 | $612K | Sell |
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|
2021
Q3 | $513K | Buy |
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|
2021
Q2 | $470K | Buy |
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|
2021
Q1 | $409K | Buy |
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|
2020
Q4 | $381K | Buy |
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|
2020
Q3 | $318K | Buy |
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|
2020
Q2 | $223K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $902K | Buy |
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|
2019
Q2 | $710K | Buy |
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