AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
2,690
-2,040
| -43% | -$239K | ﹤0.01% | 1104 |
|
|
2025
Q1 | $527K | Buy |
+4,730
| New | +$527K | ﹤0.01% | 905 |
|
|
2024
Q3 | – | Sell |
-2,780
| Closed | -$228K | – | 1334 |
|
|
2024
Q2 | $228K | Sell |
2,780
-17,914
| -87% | -$1.47M | ﹤0.01% | 1118 |
|
|
2024
Q1 | $1.84M | Sell |
20,694
-39,298
| -66% | -$3.49M | 0.02% | 513 |
|
|
2023
Q4 | $4.65M | Buy |
59,992
+52,792
| +733% | +$4.09M | 0.02% | 619 |
|
|
2023
Q3 | $621K | Buy |
+7,200
| New | +$621K | ﹤0.01% | 1277 |
|
|
2023
Q1 | – | Sell |
-13,872
| Closed | -$1.31M | – | 2015 |
|
|
2022
Q4 | $1.31M | Buy |
+13,872
| New | +$1.31M | 0.01% | 884 |
|