Univest Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
4,845
-4,355
| -47% | -$189K | 0.01% | 255 |
|
|
2025
Q1 | $424K | Buy |
+9,200
| New | +$424K | 0.03% | 213 |
|
|
2024
Q3 | – | Sell |
-7,345
| Closed | -$254K | – | 282 |
|
|
2024
Q2 | $254K | Hold |
7,345
| – | – | 0.07% | 116 |
|
|
2024
Q1 | $276K | Sell |
7,345
-30
| -0.4% | -$1.13K | 0.08% | 99 |
|
|
2023
Q4 | $265K | Buy |
7,375
+374
| +5% | +$13.4K | 0.08% | 102 |
|
|
2023
Q3 | $265K | Buy |
7,001
+30
| +0.4% | +$1.13K | 0.09% | 87 |
|
|
2023
Q2 | $284K | Hold |
6,971
| – | – | 0.09% | 85 |
|
|
2023
Q1 | $292K | Hold |
6,971
| – | – | 0.09% | 78 |
|
|
2022
Q4 | $301K | Hold |
6,971
| – | – | 0.09% | 82 |
|
|
2022
Q3 | $261K | Hold |
6,971
| – | – | 0.09% | 87 |
|
|
2022
Q2 | $316K | Sell |
6,971
-54
| -0.8% | -$2.45K | 0.1% | 77 |
|
|
2022
Q1 | $335K | Sell |
7,025
-2,748
| -28% | -$131K | 0.09% | 84 |
|
|
2021
Q4 | $403K | Hold |
9,773
| – | – | 0.1% | 75 |
|
|
2021
Q3 | $337K | Hold |
9,773
| – | – | 0.09% | 81 |
|
|
2021
Q2 | $308K | Hold |
9,773
| – | – | 0.08% | 92 |
|
|
2021
Q1 | $305K | Hold |
9,773
| – | – | 0.09% | 90 |
|
|
2020
Q4 | $294K | Hold |
9,773
| – | – | 0.09% | 92 |
|
|
2020
Q3 | $249K | Hold |
9,773
| – | – | 0.08% | 93 |
|
|
2020
Q2 | $253K | Sell |
9,773
-135
| -1% | -$3.5K | 0.08% | 91 |
|
|
2020
Q1 | $260K | Sell |
9,908
-3,773
| -28% | -$99K | 0.1% | 96 |
|
|
2019
Q4 | $346K | Buy |
13,681
+2,506
| +22% | +$63.4K | 0.15% | 83 |
|
|
2019
Q3 | $385K | Hold |
11,175
| – | – | 0.12% | 84 |
|
|
2019
Q2 | $382K | Sell |
11,175
-823
| -7% | -$28.1K | 0.12% | 87 |
|
|
2019
Q1 | $429K | Buy |
11,998
+591
| +5% | +$21.1K | 0.14% | 84 |
|
|
2018
Q4 | $367K | Hold |
11,407
| – | – | 0.14% | 89 |
|
|
2018
Q3 | $355K | Hold |
11,407
| – | – | 0.11% | 87 |
|
|
2018
Q2 | $347K | Sell |
11,407
-356
| -3% | -$10.8K | 0.14% | 78 |
|
|
2018
Q1 | $327K | Sell |
11,763
-619
| -5% | -$17.2K | 0.14% | 77 |
|
|
2017
Q4 | $348K | Hold |
12,382
| – | – | 0.14% | 77 |
|
|
2017
Q3 | $333K | Hold |
12,382
| – | – | 0.14% | 77 |
|
|
2017
Q2 | $319K | Sell |
12,382
-800
| -6% | -$20.6K | 0.13% | 77 |
|
|
2017
Q1 | $338K | Sell |
13,182
-499
| -4% | -$12.8K | 0.15% | 76 |
|
|
2016
Q4 | $346K | Sell |
13,681
-280
| -2% | -$7.08K | 0.15% | 83 |
|
|
2016
Q3 | $332K | Buy |
13,961
+202
| +1% | +$4.8K | 0.15% | 74 |
|
|
2016
Q2 | $357K | Sell |
13,759
-185
| -1% | -$4.8K | 0.16% | 75 |
|
|
2016
Q1 | $357K | Buy |
13,944
+3,209
| +30% | +$82.2K | 0.16% | 73 |
|
|
2015
Q4 | $213K | Sell |
10,735
-9,750
| -48% | -$193K | 0.1% | 92 |
|
|
2015
Q3 | $434K | Buy |
20,485
+5,119
| +33% | +$108K | 0.21% | 64 |
|
|
2015
Q2 | $344K | Buy |
15,366
+317
| +2% | +$7.1K | 0.16% | 69 |
|
|
2015
Q1 | $361K | Sell |
15,049
-470
| -3% | -$11.3K | 0.16% | 71 |
|
|
2014
Q4 | $410K | Sell |
15,519
-783
| -5% | -$20.7K | 0.18% | 69 |
|
|
2014
Q3 | $396K | Sell |
16,302
-2,032
| -11% | -$49.4K | 0.19% | 66 |
|
|
2014
Q2 | $477K | Buy |
18,334
+217
| +1% | +$5.65K | 0.22% | 66 |
|
|
2014
Q1 | $434K | Buy |
18,117
+2,830
| +19% | +$67.8K | 0.22% | 64 |
|
|
2013
Q4 | $299K | Buy |
15,287
+1,769
| +13% | +$34.6K | 0.15% | 69 |
|
|
2013
Q3 | $286K | Buy |
13,518
+3,077
| +29% | +$65.1K | 0.15% | 68 |
|
|
2013
Q2 | $230K | Buy |
+10,441
| New | +$230K | 0.13% | 65 |
|