Avantax Advisory Services, Inc. Exelon Corp Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Exelon Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 44,353 shares of EXC stock, worth $1.75 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

44,353

Previous 34,551 28.37%

Holding current value

$1.75 Million

Previous $1.2 Million 50.46%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$34.24 - $40.55 $335,620 - $397,471	9,802 Added 28.37%	44,353 $1.8 Million
Q2 2024 Aug 09, 2024	BUY	$34.61 - $38.73 $685,900 - $767,551	19,818 Added 134.51%	34,551 $1.2 Million
Q1 2024 May 08, 2024	SELL	$33.62 - $37.57 $24,172 - $27,012	-719 Reduced 4.65%	14,733 $553,000
Q4 2023 Feb 07, 2024	SELL	$34.45 - $41.0 $138,971 - $165,394	-4,034 Reduced 20.7%	15,452 $554,000
Q3 2023 Nov 07, 2023	BUY	$37.79 - $43.2 $21,464 - $24,537	568 Added 3.0%	19,486 $736,000
Q2 2023 Aug 11, 2023	BUY	$39.26 - $43.61 $2,316 - $2,572	59 Added 0.31%	18,918 $770,000
Q1 2023 Apr 28, 2023	BUY	$39.2 - $44.15 $65,895 - $74,216	1,681 Added 9.79%	18,859 $790,000
Q4 2022 Feb 13, 2023	BUY	$35.54 - $43.23 $49,436 - $60,132	1,391 Added 8.81%	17,178 $742,000
Q3 2022 Nov 01, 2022	BUY	$37.46 - $46.7 $144,483 - $180,121	3,857 Added 32.33%	15,787 $591,000
Q2 2022 Aug 02, 2022	BUY	$40.91 - $50.25 $981 - $1,206	24 Added 0.2%	11,930 $541,000
Q1 2022 Apr 27, 2022	BUY	$39.56 - $47.63 $13,806 - $16,622	349 Added 3.02%	11,906 $566,000
Q4 2021 Jan 24, 2022	BUY	$33.93 - $41.2 $25,956 - $31,518	765 Added 7.09%	11,557 $668,000
Q3 2021 Oct 21, 2021	SELL	$31.95 - $36.27 $30,064 - $34,130	-941 Reduced 8.02%	10,792 $524,000
Q2 2021 Jul 29, 2021	SELL	$30.75 - $33.6 $94,218 - $102,950	-3,064 Reduced 20.71%	11,733 $517,000
Q1 2021 May 13, 2021	BUY	$27.53 - $31.21 $19,491 - $22,096	708 Added 5.03%	14,797 $644,000
Q4 2020 Jan 22, 2021	SELL	$25.56 - $31.27 $456,424 - $558,388	-17,857 Reduced 55.9%	14,089 $596,000
Q3 2020 Oct 14, 2020	BUY	$24.59 - $28.1 $451,570 - $516,028	18,364 Added 135.21%	31,946 $1.14 Million
Q2 2020 Aug 06, 2020	BUY	$23.36 - $29.86 $55,713 - $71,216	2,385 Added 21.3%	13,582 $492,000
Q1 2020 Apr 30, 2020	SELL	$21.38 - $35.93 $128,493 - $215,939	-6,010 Reduced 34.93%	11,197 $413,000
Q4 2019 Feb 14, 2020	BUY	$31.26 - $34.56 $163,802 - $181,094	5,240 Added 43.79%	17,207 $783,000
Q3 2019 Nov 08, 2019	BUY	$31.67 - $35.34 $19,413 - $21,663	613 Added 5.4%	11,967 $580,000
Q2 2019 Aug 06, 2019	SELL	$33.92 - $36.34 $8,039 - $8,612	-237 Reduced 2.04%	11,354 $544,000
Q1 2019 May 13, 2019	BUY	$31.43 - $36.15 $16,626 - $19,123	529 Added 4.78%	11,591 $581,000
Q4 2018 Feb 13, 2019	BUY	$30.48 - $33.57 $337,169 - $371,351	11,062 New	11,062 $499,000

Others Institutions Holding EXC

# of Institutions

1,166

Shares Held

806M

Call Options Held

3.25M

Put Options Held

1.81M

View Full List

About EXELON CORP

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $39.2B
Description
Exelon Corporation, a utility services holding company, engages in the energy generation, delivery, and marketing businesses in the United States and Canada. It owns nuclear, fossil, wind, hydroelectric, biomass, and solar generating facilities. The company also sells electricity to wholesale and retail customers; and sells natural gas, renewabl...

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Avantax Advisory Services, Inc. Exelon Corp Transaction History