Successful Portfolios’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
5,841
-14
| -0.2% | -$608 | 0.16% | 134 |
|
|
2025
Q1 | $270K | Hold |
5,855
| – | – | 0.18% | 122 |
|
|
2024
Q4 | $220K | Sell |
5,855
-158
| -3% | -$5.95K | 0.15% | 140 |
|
|
2024
Q3 | $244K | Sell |
6,013
-123
| -2% | -$4.99K | 0.16% | 131 |
|
|
2024
Q2 | $212K | Sell |
6,136
-409
| -6% | -$14.2K | 0.15% | 143 |
|
|
2024
Q1 | $246K | Sell |
6,545
-211
| -3% | -$7.93K | 0.17% | 131 |
|
|
2023
Q4 | $243K | Sell |
6,756
-13
| -0.2% | -$467 | 0.18% | 130 |
|
|
2023
Q3 | $256K | Sell |
6,769
-13
| -0.2% | -$491 | 0.23% | 104 |
|
|
2023
Q2 | $276K | Sell |
6,782
-133
| -2% | -$5.42K | 0.24% | 97 |
|
|
2023
Q1 | $290K | Sell |
6,915
-110
| -2% | -$4.61K | 0.18% | 141 |
|
|
2022
Q4 | $304K | Sell |
7,025
-14
| -0.2% | -$606 | 0.2% | 132 |
|
|
2022
Q3 | $264K | Sell |
7,039
-8
| -0.1% | -$300 | 0.19% | 140 |
|
|
2022
Q2 | $319K | Sell |
7,047
-9
| -0.1% | -$407 | 0.21% | 120 |
|
|
2022
Q1 | $336K | Sell |
7,056
-2,837
| -29% | -$135K | 0.19% | 133 |
|
|
2021
Q4 | $408K | Hold |
9,893
| – | – | 0.22% | 115 |
|
|
2021
Q3 | $341K | Hold |
9,893
| – | – | 0.2% | 124 |
|
|
2021
Q2 | $313K | Hold |
9,893
| – | – | 0.19% | 136 |
|
|
2021
Q1 | $309K | Buy |
9,893
+141
| +1% | +$4.4K | 0.2% | 127 |
|
|
2020
Q4 | $294K | Hold |
9,752
| – | – | 0.21% | 125 |
|
|
2020
Q3 | $249K | Hold |
9,752
| – | – | 0.2% | 132 |
|
|
2020
Q2 | $252K | Sell |
9,752
-79
| -0.8% | -$2.04K | 0.22% | 126 |
|
|
2020
Q1 | $258K | Buy |
9,831
+219
| +2% | +$5.75K | 0.26% | 103 |
|
|
2019
Q4 | $313K | Sell |
9,612
-334
| -3% | -$10.9K | 0.28% | 102 |
|
|
2019
Q3 | $343K | Buy |
9,946
+140
| +1% | +$4.83K | 0.32% | 87 |
|
|
2019
Q2 | $335K | Sell |
9,806
-140
| -1% | -$4.78K | 0.36% | 85 |
|
|
2019
Q1 | $356K | Buy |
9,946
+98
| +1% | +$3.51K | 0.39% | 81 |
|
|
2018
Q4 | $317K | Sell |
9,848
-140
| -1% | -$4.51K | 0.41% | 76 |
|
|
2018
Q3 | $311K | Buy |
9,988
+132
| +1% | +$4.11K | 0.34% | 95 |
|
|
2018
Q2 | $299K | Sell |
9,856
-156
| -2% | -$4.73K | 0.35% | 91 |
|
|
2018
Q1 | $279K | Sell |
10,012
-7
| -0.1% | -$195 | 0.34% | 94 |
|
|
2017
Q4 | $282K | Buy |
+10,019
| New | +$282K | 0.35% | 96 |
|