UMB Bank’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
3,346
+887
| +36% | +$38.5K | ﹤0.01% | 692 |
|
|
2025
Q1 | $113K | Buy |
2,459
+183
| +8% | +$8.43K | ﹤0.01% | 725 |
|
|
2024
Q4 | $85.7K | Buy |
2,276
+748
| +49% | +$28.2K | ﹤0.01% | 736 |
|
|
2024
Q3 | $62K | Buy |
1,528
+735
| +93% | +$29.8K | ﹤0.01% | 812 |
|
|
2024
Q2 | $27.4K | Sell |
793
-8,613
| -92% | -$298K | ﹤0.01% | 971 |
|
|
2024
Q1 | $353K | Buy |
9,406
+1
| +0% | +$38 | 0.01% | 459 |
|
|
2023
Q4 | $338K | Sell |
9,405
-216
| -2% | -$7.75K | ﹤0.01% | 472 |
|
|
2023
Q3 | $364K | Buy |
9,621
+58
| +0.6% | +$2.19K | 0.01% | 451 |
|
|
2023
Q2 | $390K | Sell |
9,563
-81
| -0.8% | -$3.3K | 0.01% | 446 |
|
|
2023
Q1 | $404K | Sell |
9,644
-1,543
| -14% | -$64.6K | 0.01% | 440 |
|
|
2022
Q4 | $483K | Sell |
11,187
-1
| -0% | -$43 | 0.01% | 420 |
|
|
2022
Q3 | $419K | Sell |
11,188
-711
| -6% | -$26.6K | 0.01% | 464 |
|
|
2022
Q2 | $540K | Buy |
11,899
+636
| +6% | +$28.9K | 0.01% | 456 |
|
|
2022
Q1 | $537K | Sell |
11,263
-4,703
| -29% | -$224K | 0.01% | 463 |
|
|
2021
Q4 | $658K | Buy |
+15,966
| New | +$658K | 0.01% | 446 |
|
|
2021
Q1 | – | Sell |
-7,897
| Closed | -$238K | – | 361 |
|
|
2020
Q4 | $238K | Sell |
7,897
-832
| -10% | -$25.1K | 0.01% | 323 |
|
|
2020
Q3 | $226K | Hold |
8,729
| – | – | 0.01% | 309 |
|
|
2020
Q2 | $226K | Buy |
8,729
+276
| +3% | +$7.15K | 0.01% | 309 |
|
|
2020
Q1 | $222K | Sell |
8,453
-5,310
| -39% | -$139K | 0.01% | 307 |
|
|
2019
Q4 | $448K | Sell |
13,763
-14
| -0.1% | -$456 | 0.01% | 274 |
|
|
2019
Q3 | $474 | Buy |
13,777
+765
| +6% | +$26 | 0.01% | 276 |
|
|
2019
Q2 | $445 | Sell |
13,012
-46
| -0.4% | -$2 | 0.01% | 276 |
|
|
2019
Q1 | $467K | Buy |
13,058
+704
| +6% | +$25.2K | 0.01% | 264 |
|
|
2018
Q4 | $397 | Buy |
12,354
+161
| +1% | +$5 | 0.01% | 251 |
|
|
2018
Q3 | $380K | Buy |
12,193
+4,879
| +67% | +$152K | 0.01% | 272 |
|
|
2018
Q2 | $222K | Buy |
+7,314
| New | +$222K | 0.01% | 314 |
|
|
2016
Q2 | – | Sell |
-7,973
| Closed | -$204K | – | 353 |
|
|
2016
Q1 | $204K | Buy |
+7,973
| New | +$204K | 0.01% | 334 |
|
|
2015
Q3 | – | Sell |
-18,755
| Closed | -$421 | – | 303 |
|
|
2015
Q2 | $421 | Sell |
18,755
-2,986
| -14% | -$67 | 0.02% | 227 |
|
|
2015
Q1 | $522 | Sell |
21,741
-105
| -0.5% | -$3 | 0.02% | 212 |
|
|
2014
Q4 | $578K | Buy |
21,846
+15
| +0.1% | +$397 | 0.03% | 205 |
|
|
2014
Q3 | $531 | Sell |
21,831
-1,261
| -5% | -$31 | 0.03% | 207 |
|
|
2014
Q2 | $601K | Buy |
23,092
+490
| +2% | +$12.8K | 0.03% | 202 |
|
|
2014
Q1 | $541K | Buy |
22,602
+344
| +2% | +$8.23K | 0.03% | 200 |
|
|
2013
Q4 | $434 | Buy |
22,258
+6,821
| +44% | +$133 | 0.02% | 218 |
|
|
2013
Q3 | $327 | Buy |
15,437
+364
| +2% | +$8 | 0.02% | 238 |
|
|
2013
Q2 | $332 | Buy |
+15,073
| New | +$332 | 0.02% | 229 |
|