Valeo 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 | $306K | Buy |
|
|||||
|
2025
Q2 | $276K | Sell |
|
|||||
|
2025
Q1 | $305K | Buy |
|
|||||
|
2024
Q4 | $244K | Buy |
|
|||||
|
2024
Q3 | $230K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $244K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $266K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $261K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $38K | Hold |
|
|||||
|
2020
Q4 | $37K | Hold |
|
|||||
|
2020
Q3 | $31K | Sell |
|
|||||
|
2020
Q2 | $69K | Sell |
|
|||||
|
2020
Q1 | $141K | Buy |
|
|||||
|
2019
Q4 | $137K | Sell |
|
|||||
|
2019
Q3 | $162K | Sell |
|
|||||
|
2019
Q2 | $185K | Sell |
|
|||||
|
2019
Q1 | $195K | Hold |
|
|||||
|
2018
Q4 | $175K | Sell |
|
|||||
|
2018
Q3 | $238K | Buy |
|
|||||
|
2018
Q2 | $234K | Buy |
|
|||||
|
2018
Q1 | $205K | Hold |
|
|||||
|
2017
Q4 | $207K | Buy |
|
|||||
|
2017
Q3 | $196K | Buy |
|