Zions Bancorporation’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.2K | Sell |
376
-828
| -69% | -$32.1K | ﹤0.01% | 562 |
|
|
2024
Q3 | $48.8K | Sell |
1,204
-77
| -6% | -$2.9K | ﹤0.01% | 435 |
|
|
2024
Q2 | $44.3K | Sell |
1,281
-3
| -0.2% | -$111 | ﹤0.01% | 448 |
|
|
2024
Q1 | $48.2K | Sell |
1,284
-108
| -8% | -$3.86K | ﹤0.01% | 434 |
|
|
2023
Q4 | $50K | Buy |
1,392
+9
| +0.7% | +$347 | ﹤0.01% | 416 |
|
|
2023
Q3 | $52.3K | Sell |
1,383
-9
| -0.6% | -$367 | ﹤0.01% | 385 |
|
|
2023
Q2 | $56.7K | Sell |
1,392
-2
| -0.1% | -$83 | ﹤0.01% | 390 |
|
|
2023
Q1 | $58.4K | Sell |
1,394
-97
| -7% | -$4.04K | 0.01% | 406 |
|
|
2022
Q4 | $64.5K | Sell |
1,491
-65
| -4% | -$2.57K | 0.01% | 408 |
|
|
2022
Q3 | $58K | Hold |
1,556
| – | – | 0.01% | 408 |
|
|
2022
Q2 | $71K | Buy |
1,556
+12
| +0.8% | +$564 | 0.01% | 422 |
|
|
2022
Q1 | $74K | Sell |
1,544
-551
| -26% | -$23.3K | 0.01% | 454 |
|
|
2021
Q4 | $86K | Buy |
2,095
+113
| +6% | +$4.26K | 0.01% | 393 |
|
|
2021
Q3 | $68K | Buy |
1,982
+1,385
| +232% | +$47.3K | 0.01% | 415 |
|
|
2021
Q2 | $19K | Sell |
597
-10
| -2% | -$322 | ﹤0.01% | 597 |
|
|
2021
Q1 | $19K | Sell |
607
-236
| -28% | -$7.09K | ﹤0.01% | 575 |
|
|
2020
Q4 | $25K | Buy |
843
+12
| +1% | +$354 | ﹤0.01% | 512 |
|
|
2020
Q3 | $21K | Sell |
831
-30
| -3% | -$795 | ﹤0.01% | 521 |
|
|
2020
Q2 | $22K | Sell |
861
-39
| -4% | -$1.03K | ﹤0.01% | 477 |
|
|
2020
Q1 | $24K | Sell |
900
-384
| -30% | -$12.1K | ﹤0.01% | 414 |
|
|
2019
Q4 | $42K | Sell |
1,284
-140
| -10% | -$4.53K | 0.01% | 441 |
|
|
2019
Q3 | $49K | Sell |
1,424
-2,524
| -64% | -$84.8K | 0.01% | 423 |
|
|
2019
Q2 | $135K | Buy |
3,948
+2,367
| +150% | +$83.5K | 0.02% | 273 |
|
|
2019
Q1 | $57K | Sell |
1,581
-5
| -0.3% | -$170 | 0.01% | 385 |
|
|
2018
Q4 | $51K | Sell |
1,586
-891
| -36% | -$28.5K | 0.04% | 167 |
|
|
2018
Q3 | $77K | Buy |
2,477
+29
| +1% | +$892 | 0.02% | 265 |
|
|
2018
Q2 | $74K | Buy |
+2,448
| New | +$70.1K | 0.05% | 141 |
|
|
2017
Q4 | – | Sell |
-2,358
| Closed | -$63K | – | 728 |
|
|
2017
Q3 | $63K | Buy |
2,358
+873
| +59% | +$23.4K | 0.01% | 520 |
|
|
2017
Q2 | $38K | Sell |
1,485
-33
| -2% | -$840 | 0.01% | 232 |
|
|
2017
Q1 | $39K | Sell |
1,518
-6
| -0.4% | -$153 | 0.01% | 211 |
|
|
2016
Q4 | $38K | Buy |
1,524
+94
| +7% | +$2.23K | 0.01% | 276 |
|
|
2016
Q3 | $34K | Buy |
1,430
+142
| +11% | +$3.57K | 0.01% | 286 |
|
|
2016
Q2 | $33K | Buy |
1,288
+16
| +1% | +$396 | 0.01% | 261 |
|
|
2016
Q1 | $32K | Buy |
1,272
+83
| +7% | +$1.86K | 0.01% | 306 |
|
|
2015
Q4 | $28K | Buy |
1,189
+107
| +10% | +$2.17K | ﹤0.01% | 295 |
|
|
2015
Q3 | $22K | Buy |
+1,082
| New | +$24.3K | ﹤0.01% | 329 |
|
|
2015
Q2 | – | Sell |
-1,259
| Closed | -$30K | – | 416 |
|
|
2015
Q1 | $30K | Buy |
+1,259
| New | +$31.2K | 0.01% | 297 |
|
Other funds holding EXC
Zions Bancorporation's EXC Position: Q4 2024 in Review
Zions Bancorporation reduced its Exelon (EXC) stake by 69% in Q4 2024, selling an estimated $32.1K and leaving 376 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #562.
Zions Bancorporation first reported a position in EXC in Q1 2015 and has held it in 37 quarters since. The position peaked at $135K in Q2 2019. 1,101 funds tracked by Wall St. Rank hold EXC as of Q4 2024.
- Zions Bancorporation held 376 shares of Exelon worth $14.2K as of Q4 2024.
- Zions Bancorporation sold 828 Exelon shares in Q4 2024, an estimated $32.1K.
- Exelon made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #562 holding.
- Zions Bancorporation first reported a position in Exelon in Q1 2015 and has held it in 37 quarters since.
- Zions Bancorporation's Exelon position peaked at $135K in Q2 2019.
- 1,101 funds tracked by Wall St. Rank held Exelon as of Q4 2024.
Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.