Zuckerman Investment Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,567
| Closed | -$210K | – | 164 |
|
|
2025
Q1 | $210K | Buy |
+4,567
| New | +$210K | 0.02% | 152 |
|
|
2023
Q4 | – | Sell |
-5,425
| Closed | -$205K | – | 135 |
|
|
2023
Q3 | $205K | Hold |
5,425
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $221K | Hold |
5,425
| – | – | 0.03% | 115 |
|
|
2023
Q1 | $227K | Buy |
5,425
+175
| +3% | +$7.33K | 0.03% | 107 |
|
|
2022
Q4 | $227K | Sell |
5,250
-7,320
| -58% | -$316K | 0.04% | 115 |
|
|
2022
Q3 | $471K | Buy |
12,570
+7,320
| +139% | +$274K | 0.09% | 72 |
|
|
2022
Q2 | $238K | Hold |
5,250
| – | – | 0.04% | 92 |
|
|
2022
Q1 | $250K | Sell |
5,250
-2,111
| -29% | -$101K | 0.04% | 97 |
|
|
2021
Q4 | $303K | Hold |
7,361
| – | – | 0.05% | 91 |
|
|
2021
Q3 | $254K | Buy |
+7,361
| New | +$254K | 0.04% | 99 |
|