TFC Financial Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.27K Hold
2025
Q2
$1.22K Hold
2025
Q1
$1.3K Sell
2024
Q4
$5.95K Buy
2024
Q3
$1.14K Sell
2024
Q2
$1.18K Buy
2024
Q1
$1.1K Buy
2023
Q4
$833 Sell
2023
Q3
$2.77K Buy
2023
Q2
$1.8K Sell
2023
Q1
$41.6K Buy
2022
Q4
$1.91K Sell
2022
Q3
$11K Hold
2022
Q2
$14K Hold
2022
Q1
$14K Sell
2021
Q4
$17K Hold
2021
Q3
$15K Hold
2021
Q2
$13K Hold
2021
Q1
$13K Hold
2020
Q4
$13K Hold
2020
Q3
$11K Buy