TFC Financial Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.22K | Hold |
28
| – | – | ﹤0.01% | 555 |
|
2025
Q1 | $1.3K | Sell |
28
-130
| -82% | -$6.03K | ﹤0.01% | 531 |
|
2024
Q4 | $5.95K | Buy |
158
+130
| +464% | +$4.9K | ﹤0.01% | 396 |
|
2024
Q3 | $1.14K | Sell |
28
-6
| -18% | -$245 | ﹤0.01% | 575 |
|
2024
Q2 | $1.18K | Buy |
34
+5
| +17% | +$174 | ﹤0.01% | 545 |
|
2024
Q1 | $1.1K | Buy |
29
+6
| +26% | +$227 | ﹤0.01% | 539 |
|
2023
Q4 | $833 | Sell |
23
-50
| -68% | -$1.81K | ﹤0.01% | 536 |
|
2023
Q3 | $2.77K | Buy |
73
+29
| +66% | +$1.1K | ﹤0.01% | 433 |
|
2023
Q2 | $1.8K | Sell |
44
-950
| -96% | -$38.9K | ﹤0.01% | 451 |
|
2023
Q1 | $41.6K | Buy |
994
+950
| +2,159% | +$39.8K | 0.01% | 252 |
|
2022
Q4 | $1.91K | Sell |
44
-258
| -85% | -$11.2K | ﹤0.01% | 405 |
|
2022
Q3 | $11K | Hold |
302
| – | – | ﹤0.01% | 308 |
|
2022
Q2 | $14K | Hold |
302
| – | – | ﹤0.01% | 284 |
|
2022
Q1 | $14K | Sell |
302
-121
| -29% | -$5.61K | ﹤0.01% | 285 |
|
2021
Q4 | $17K | Hold |
423
| – | – | 0.01% | 290 |
|
2021
Q3 | $15K | Hold |
423
| – | – | 0.01% | 297 |
|
2021
Q2 | $13K | Hold |
423
| – | – | ﹤0.01% | 298 |
|
2021
Q1 | $13K | Hold |
423
| – | – | 0.01% | 293 |
|
2020
Q4 | $13K | Hold |
423
| – | – | 0.01% | 298 |
|
2020
Q3 | $11K | Buy |
+423
| New | +$11K | 0.01% | 286 |
|