Summit Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
8,632
+2,184
| +34% | +$94.8K | 0.01% | 631 |
|
|
2025
Q1 | $297K | Sell |
6,448
-178
| -3% | -$8.2K | 0.01% | 612 |
|
|
2024
Q4 | $249K | Sell |
6,626
-480
| -7% | -$18.1K | 0.01% | 577 |
|
|
2024
Q3 | $288K | Buy |
7,106
+930
| +15% | +$37.7K | 0.01% | 470 |
|
|
2024
Q2 | $214K | Buy |
+6,176
| New | +$214K | 0.01% | 468 |
|