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Tompkins Financial’s Exelon EXC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
3,490
-142
-4% -$6.17K 0.01% 209
2025
Q1
$167K Hold
3,632
0.02% 204
2024
Q4
$137K Sell
3,632
-470
-11% -$17.7K 0.01% 226
2024
Q3
$166K Buy
4,102
+470
+13% +$19.1K 0.02% 213
2024
Q2
$126K Hold
3,632
0.01% 245
2024
Q1
$136K Hold
3,632
0.02% 237
2023
Q4
$130K Hold
3,632
0.02% 238
2023
Q3
$137K Sell
3,632
-1
-0% -$38 0.02% 210
2023
Q2
$148K Hold
3,633
0.02% 209
2023
Q1
$152K Hold
3,633
0.02% 207
2022
Q4
$157K Hold
3,633
0.02% 209
2022
Q3
$136K Hold
3,633
0.02% 217
2022
Q2
$165K Hold
3,633
0.03% 201
2022
Q1
$173K Buy
3,633
+3,348
+1,175% +$159K 0.02% 211
2021
Q4
$16K Hold
285
﹤0.01% 273
2021
Q3
$14K Buy
+285
New +$14K ﹤0.01% 306
2021
Q1
$18K Sell
404
-89
-18% -$3.97K ﹤0.01% 329
2020
Q4
$21K Sell
493
-17
-3% -$724 ﹤0.01% 313
2020
Q3
$18K Sell
510
-84
-14% -$2.97K ﹤0.01% 299
2020
Q2
$22K Sell
594
-99
-14% -$3.67K ﹤0.01% 288
2020
Q1
$26K Hold
693
0.01% 271
2019
Q4
$32K Buy
693
+205
+42% +$9.47K 0.01% 284
2019
Q3
$24K Hold
488
﹤0.01% 284
2019
Q2
$23K Sell
488
-200
-29% -$9.43K ﹤0.01% 290
2019
Q1
$34K Sell
688
-2,123
-76% -$105K 0.01% 261
2018
Q4
$127K Sell
2,811
-166
-6% -$7.5K 0.03% 178
2018
Q3
$130K Hold
2,977
0.03% 190
2018
Q2
$127K Hold
2,977
0.03% 195
2018
Q1
$116K Sell
2,977
-135
-4% -$5.26K 0.03% 192
2017
Q4
$123K Sell
3,112
-248
-7% -$9.8K 0.03% 176
2017
Q3
$127K Sell
3,360
-3,749
-53% -$142K 0.03% 175
2017
Q2
$256K Sell
7,109
-271
-4% -$9.76K 0.06% 144
2017
Q1
$265K Sell
7,380
-87,285
-92% -$3.13M 0.07% 138
2016
Q4
$3.36M Buy
94,665
+1,815
+2% +$64.4K 0.88% 26
2016
Q3
$3.09M Sell
92,850
-734
-0.8% -$24.4K 0.89% 24
2016
Q2
$3.4M Sell
93,584
-5,245
-5% -$191K 1.01% 21
2016
Q1
$3.54M Buy
98,829
+29,284
+42% +$1.05M 1.12% 17
2015
Q4
$1.93M Sell
69,545
-726
-1% -$20.2K 0.62% 43
2015
Q3
$2.09M Sell
70,271
-386
-0.5% -$11.5K 0.67% 38
2015
Q2
$2.22M Buy
70,657
+155
+0.2% +$4.87K 0.6% 40
2015
Q1
$2.37M Buy
70,502
+2,002
+3% +$67.3K 0.59% 39
2014
Q4
$2.54M Buy
68,500
+3,220
+5% +$119K 0.63% 32
2014
Q3
$2.23M Buy
65,280
+1,505
+2% +$51.3K 0.58% 33
2014
Q2
$2.33M Sell
63,775
-102
-0.2% -$3.72K 0.58% 32
2014
Q1
$2.14M Buy
63,877
+6,092
+11% +$204K 0.54% 36
2013
Q4
$1.58M Buy
57,785
+2,265
+4% +$62K 0.41% 50
2013
Q3
$1.65M Buy
55,520
+3,862
+7% +$114K 0.46% 44
2013
Q2
$1.6M Buy
+51,658
New +$1.6M 0.48% 44