Transamerica Financial Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161 | Hold |
4
| – | – | ﹤0.01% | 510 |
|
|
2025
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 459 |
|
|
2024
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 451 |
|
|
2024
Q3 | $1K | Sell |
4
-545
| -99% | -$136K | ﹤0.01% | 461 |
|
|
2024
Q2 | $19K | Hold |
549
| – | – | ﹤0.01% | 300 |
|
|
2024
Q1 | $21K | Sell |
549
-2,060
| -79% | -$78.8K | ﹤0.01% | 325 |
|
|
2023
Q4 | $94K | Sell |
2,609
-641
| -20% | -$23.1K | 0.01% | 272 |
|
|
2023
Q3 | $123K | Sell |
3,250
-433
| -12% | -$16.4K | 0.02% | 241 |
|
|
2023
Q2 | $151K | Sell |
3,683
-70
| -2% | -$2.87K | 0.02% | 236 |
|
|
2023
Q1 | $158K | Sell |
3,753
-3,322
| -47% | -$140K | 0.02% | 238 |
|
|
2022
Q4 | $306K | Sell |
7,075
-153
| -2% | -$6.62K | 0.04% | 194 |
|
|
2022
Q3 | $271K | Buy |
7,228
+142
| +2% | +$5.32K | 0.04% | 194 |
|
|
2022
Q2 | $322K | Buy |
+7,086
| New | +$322K | 0.05% | 185 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 272 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 381 |
|
|
2016
Q2 | – | Sell |
-482
| Closed | -$13K | – | 488 |
|
|
2016
Q1 | $13K | Sell |
482
-2
| -0.4% | -$54 | ﹤0.01% | 518 |
|
|
2015
Q4 | $10K | Hold |
484
| – | – | ﹤0.01% | 598 |
|
|
2015
Q3 | $11K | Sell |
484
-32
| -6% | -$727 | ﹤0.01% | 567 |
|
|
2015
Q2 | $12K | Sell |
516
-482
| -48% | -$11.2K | ﹤0.01% | 608 |
|
|
2015
Q1 | $24K | Sell |
998
-36,134
| -97% | -$869K | ﹤0.01% | 515 |
|
|
2014
Q4 | $983K | Sell |
37,132
-6,746
| -15% | -$179K | 0.08% | 130 |
|
|
2014
Q3 | $1.07M | Buy |
43,878
+488
| +1% | +$11.9K | 0.1% | 112 |
|
|
2014
Q2 | $1.13M | Buy |
43,390
+2,823
| +7% | +$73.5K | 0.1% | 115 |
|
|
2014
Q1 | $972K | Buy |
40,567
+37,338
| +1,156% | +$895K | 0.1% | 106 |
|
|
2013
Q4 | $64K | Buy |
3,229
+2,747
| +570% | +$54.4K | 0.01% | 326 |
|
|
2013
Q3 | $11K | Hold |
482
| – | – | ﹤0.01% | 430 |
|
|
2013
Q2 | $11K | Buy |
+482
| New | +$11K | ﹤0.01% | 415 |
|