Tompkins Financial’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 | $157K | Hold |
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|
2025
Q2 | $152K | Sell |
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|
2025
Q1 | $167K | Hold |
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|
2024
Q4 | $137K | Sell |
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|
2024
Q3 | $166K | Buy |
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|
2024
Q2 | $126K | Hold |
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|
2024
Q1 | $136K | Hold |
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|
2023
Q4 | $130K | Hold |
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|
2023
Q3 | $137K | Sell |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $157K | Hold |
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|
2022
Q3 | $136K | Hold |
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|
2022
Q2 | $165K | Hold |
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|
2022
Q1 | $173K | Buy |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $14K | Buy |
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|
2021
Q1 | $18K | Sell |
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|
2020
Q4 | $21K | Sell |
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|
2020
Q3 | $18K | Sell |
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|
2020
Q2 | $22K | Sell |
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|
2020
Q1 | $26K | Hold |
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|
2019
Q4 | $32K | Buy |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $23K | Sell |
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|
2019
Q1 | $34K | Sell |
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|
2018
Q4 | $127K | Sell |
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|
2018
Q3 | $130K | Hold |
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|
2018
Q2 | $127K | Hold |
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|
2018
Q1 | $116K | Sell |
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|
2017
Q4 | $123K | Sell |
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|
2017
Q3 | $127K | Sell |
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|
2017
Q2 | $256K | Sell |
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|
2017
Q1 | $265K | Sell |
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|
2016
Q4 | $3.36M | Buy |
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|
2016
Q3 | $3.09M | Sell |
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|
2016
Q2 | $3.4M | Sell |
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|
2016
Q1 | $3.54M | Buy |
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|
2015
Q4 | $1.93M | Sell |
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|
2015
Q3 | $2.09M | Sell |
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|
2015
Q2 | $2.22M | Buy |
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|
2015
Q1 | $2.37M | Buy |
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|
2014
Q4 | $2.54M | Buy |
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|
2014
Q3 | $2.23M | Buy |
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|
2014
Q2 | $2.33M | Sell |
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|
2014
Q1 | $2.14M | Buy |
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|
2013
Q4 | $1.58M | Buy |
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|
2013
Q3 | $1.65M | Buy |
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|
2013
Q2 | $1.59M | Buy |
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