Valeo 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 | $276K | Sell |
6,356
-263
| -4% | -$11.4K | 0.01% | 601 |
|
|
2025
Q1 | $305K | Buy |
6,619
+127
| +2% | +$5.85K | 0.01% | 527 |
|
|
2024
Q4 | $244K | Buy |
6,492
+823
| +15% | +$31K | 0.01% | 590 |
|
|
2024
Q3 | $230K | Buy |
+5,669
| New | +$230K | 0.01% | 611 |
|
|
2024
Q2 | – | Sell |
-6,453
| Closed | -$244K | – | 670 |
|
|
2024
Q1 | $244K | Buy |
+6,453
| New | +$244K | 0.01% | 563 |
|
|
2023
Q4 | – | Sell |
-7,046
| Closed | -$266K | – | 649 |
|
|
2023
Q3 | $266K | Buy |
+7,046
| New | +$266K | 0.01% | 496 |
|
|
2023
Q2 | – | Sell |
-6,238
| Closed | -$261K | – | 606 |
|
|
2023
Q1 | $261K | Buy |
+6,238
| New | +$261K | 0.01% | 480 |
|
|
2021
Q2 | – | Sell |
-1,228
| Closed | -$38K | – | 861 |
|
|
2021
Q1 | $38K | Hold |
1,228
| – | – | ﹤0.01% | 926 |
|
|
2020
Q4 | $37K | Hold |
1,228
| – | – | ﹤0.01% | 856 |
|
|
2020
Q3 | $31K | Sell |
1,228
-1,434
| -54% | -$36.2K | ﹤0.01% | 775 |
|
|
2020
Q2 | $69K | Sell |
2,662
-2,436
| -48% | -$63.1K | 0.01% | 589 |
|
|
2020
Q1 | $141K | Buy |
5,098
+893
| +21% | +$24.7K | 0.02% | 348 |
|
|
2019
Q4 | $137K | Sell |
4,205
-504
| -11% | -$16.4K | 0.01% | 395 |
|
|
2019
Q3 | $162K | Sell |
4,709
-701
| -13% | -$24.1K | 0.02% | 337 |
|
|
2019
Q2 | $185K | Sell |
5,410
-35
| -0.6% | -$1.2K | 0.02% | 302 |
|
|
2019
Q1 | $195K | Hold |
5,445
| – | – | 0.02% | 282 |
|
|
2018
Q4 | $175K | Sell |
5,445
-2,166
| -28% | -$69.6K | 0.02% | 275 |
|
|
2018
Q3 | $238K | Buy |
7,611
+35
| +0.5% | +$1.09K | 0.03% | 254 |
|
|
2018
Q2 | $234K | Buy |
7,576
+207
| +3% | +$6.39K | 0.03% | 260 |
|
|
2018
Q1 | $205K | Hold |
7,369
| – | – | 0.03% | 253 |
|
|
2017
Q4 | $207K | Buy |
7,369
+63
| +0.9% | +$1.77K | 0.03% | 239 |
|
|
2017
Q3 | $196K | Buy |
+7,306
| New | +$196K | 0.04% | 200 |
|