Allworth Financial’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 | $172K | Buy |
1,474
+914
| +163% | +$107K | ﹤0.01% | 1240 |
|
|
2025
Q1 | $58.4K | Buy |
560
+106
| +23% | +$11.1K | ﹤0.01% | 1472 |
|
|
2024
Q4 | $48.6K | Buy |
454
+217
| +92% | +$23.3K | ﹤0.01% | 1581 |
|
|
2024
Q3 | $19.5K | Sell |
237
-20
| -8% | -$1.65K | ﹤0.01% | 1931 |
|
|
2024
Q2 | $20.8K | Sell |
257
-6
| -2% | -$486 | ﹤0.01% | 1853 |
|
|
2024
Q1 | $23.4K | Sell |
263
-467
| -64% | -$41.5K | ﹤0.01% | 1684 |
|
|
2023
Q4 | $56.2K | Buy |
730
+450
| +161% | +$34.6K | ﹤0.01% | 1156 |
|
|
2023
Q3 | $24.1K | Buy |
280
+41
| +17% | +$3.54K | ﹤0.01% | 1413 |
|
|
2023
Q2 | $20K | Buy |
239
+31
| +15% | +$2.59K | ﹤0.01% | 1538 |
|
|
2023
Q1 | $15.8K | Buy |
208
+203
| +4,060% | +$15.4K | ﹤0.01% | 1595 |
|
|
2022
Q4 | $472 | Sell |
5
-13
| -72% | -$1.23K | ﹤0.01% | 2645 |
|
|
2022
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 2252 |
|