Allworth Financial’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Buy |
8,284
+1,686
| +26% | +$193K | ﹤0.01% | 654 |
|
|
2025
Q1 | $732K | Buy |
6,598
+80
| +1% | +$8.88K | ﹤0.01% | 599 |
|
|
2024
Q4 | $732K | Buy |
6,518
+1,216
| +23% | +$137K | ﹤0.01% | 599 |
|
|
2024
Q3 | $697K | Buy |
5,302
+15
| +0.3% | +$1.97K | ﹤0.01% | 506 |
|
|
2024
Q2 | $636K | Buy |
5,287
+4,814
| +1,018% | +$579K | ﹤0.01% | 520 |
|
|
2024
Q1 | $57.5K | Buy |
473
+25
| +6% | +$3.04K | ﹤0.01% | 1248 |
|
|
2023
Q4 | $57K | Buy |
448
+59
| +15% | +$7.51K | ﹤0.01% | 1151 |
|
|
2023
Q3 | $44.6K | Buy |
389
+47
| +14% | +$5.39K | ﹤0.01% | 1162 |
|
|
2023
Q2 | $41.4K | Buy |
342
+3
| +0.9% | +$363 | ﹤0.01% | 1184 |
|
|
2023
Q1 | $37.3K | Buy |
339
+3
| +0.9% | +$330 | ﹤0.01% | 1179 |
|
|
2022
Q4 | $34.9K | Buy |
336
+195
| +138% | +$20.3K | ﹤0.01% | 1145 |
|
|
2022
Q3 | $12K | Sell |
141
-126
| -47% | -$10.7K | ﹤0.01% | 1539 |
|
|
2022
Q2 | $26K | Buy |
267
+258
| +2,867% | +$25.1K | ﹤0.01% | 1125 |
|
|
2022
Q1 | $1K | Sell |
9
-86
| -91% | -$9.56K | ﹤0.01% | 1922 |
|
|
2021
Q4 | $13K | Buy |
95
+3
| +3% | +$411 | ﹤0.01% | 1287 |
|
|
2021
Q3 | $11K | Buy |
+92
| New | +$11K | ﹤0.01% | 1271 |
|
|
2018
Q3 | – | Sell |
-32
| Closed | -$2K | – | 918 |
|
|
2018
Q2 | $2K | Buy |
32
+30
| +1,500% | +$1.88K | ﹤0.01% | 789 |
|
|
2018
Q1 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 828 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 763 |
|
|
2017
Q2 | – | Sell |
-34
| Closed | -$2K | – | 768 |
|
|
2017
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 643 |
|