United Capital Financial Advisors’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 | $1.13M | Sell |
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|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $845K | Buy |
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|
2024
Q3 | $850K | Sell |
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|
2024
Q2 | $796K | Buy |
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|
2024
Q1 | $840K | Buy |
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|
2023
Q4 | $774K | Buy |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $769K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $713K | Sell |
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|
2022
Q2 | $900K | Buy |
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|
2022
Q1 | $846K | Sell |
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|
2021
Q4 | $888K | Buy |
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|
2021
Q3 | $730K | Buy |
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|
2021
Q2 | $527K | Sell |
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|
2021
Q1 | $642K | Buy |
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|
2020
Q4 | $567K | Sell |
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|
2020
Q3 | $529K | Sell |
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|
2020
Q2 | $636K | Buy |
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|
2020
Q1 | $562K | Sell |
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|
2019
Q4 | $1.19M | Buy |
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|
2019
Q3 | $796K | Sell |
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|
2019
Q2 | $1.51M | Sell |
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|
2019
Q1 | $1.61M | Buy |
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|
2018
Q4 | $1.37M | Buy |
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|
2018
Q3 | $1.15M | Buy |
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|
2018
Q2 | $1.11M | Buy |
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|
2018
Q1 | $940K | Sell |
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|
2017
Q4 | $1.18M | Buy |
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|
2017
Q3 | $1.07M | Buy |
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|
2017
Q2 | $393K | Sell |
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|
2017
Q1 | $422K | Buy |
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|
2016
Q4 | $371K | Sell |
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|
2016
Q3 | $486K | Buy |
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|
2016
Q2 | $495K | Sell |
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|
2016
Q1 | $708K | Sell |
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|
2015
Q4 | $631K | Sell |
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|
2015
Q3 | $796K | Sell |
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|
2015
Q2 | $1.23M | Buy |
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|
2015
Q1 | $1.13M | Buy |
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|
2014
Q4 | $307K | Sell |
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|
2014
Q3 | $791K | Buy |
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|
2014
Q2 | $656K | Buy |
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|
2014
Q1 | $234K | Buy |
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