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