Advisory Research’s Expand Energy Corporation Common Stock EXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-226,638
Closed -$21.4M 410
2022
Q4
$21.4M Sell
226,638
-180,230
-44% -$17M 2.01% 9
2022
Q3
$38.3M Buy
406,868
+54,551
+15% +$5.14M 3.75% 5
2022
Q2
$28.6M Buy
+352,317
New +$28.6M 2.79% 6