Stratos Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,527
| Closed | -$208K | – | 692 |
|
|
2024
Q4 | $208K | Sell |
5,527
-65
| -1% | -$2.45K | 0.01% | 671 |
|
|
2024
Q3 | $227K | Buy |
+5,592
| New | +$227K | 0.01% | 679 |
|
|
2024
Q2 | – | Sell |
-5,449
| Closed | -$205K | – | 722 |
|
|
2024
Q1 | $205K | Sell |
5,449
-1,124
| -17% | -$42.2K | 0.01% | 630 |
|
|
2023
Q4 | $236K | Sell |
6,573
-96
| -1% | -$3.45K | 0.01% | 610 |
|
|
2023
Q3 | $252K | Sell |
6,669
-1,507
| -18% | -$57K | 0.02% | 574 |
|
|
2023
Q2 | $333K | Buy |
8,176
+65
| +0.8% | +$2.65K | 0.02% | 496 |
|
|
2023
Q1 | $340K | Buy |
8,111
+307
| +4% | +$12.9K | 0.03% | 475 |
|
|
2022
Q4 | $337K | Buy |
7,804
+347
| +5% | +$15K | 0.03% | 454 |
|
|
2022
Q3 | $279K | Buy |
7,457
+1,423
| +24% | +$53.2K | 0.03% | 431 |
|
|
2022
Q2 | $273K | Buy |
6,034
+194
| +3% | +$8.78K | 0.02% | 448 |
|
|
2022
Q1 | $278K | Buy |
5,840
+461
| +9% | +$21.9K | 0.02% | 454 |
|
|
2021
Q4 | $222K | Buy |
+5,379
| New | +$222K | 0.02% | 516 |
|
|
2020
Q3 | – | Sell |
-10,352
| Closed | -$268K | – | 309 |
|
|
2020
Q2 | $268K | Buy |
+10,352
| New | +$268K | 0.08% | 226 |
|