Allworth Financial’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60.3K | Buy |
924
+455
| +97% | +$32.3K | ﹤0.01% | 2183 |
|
|
2025
Q4 | $32.6K | Buy |
469
+217
| +86% | +$15.2K | ﹤0.01% | 2492 |
|
|
2025
Q3 | $17.5K | Buy |
252
+196
| +350% | +$14K | ﹤0.01% | 2785 |
|
|
2025
Q2 | $4.18K | Buy |
56
+23
| +70% | +$1.78K | ﹤0.01% | 3358 |
|
|
2025
Q1 | $2.61K | Sell |
33
-205
| -86% | -$17.9K | ﹤0.01% | 3096 |
|
|
2024
Q4 | $22.1K | Sell |
238
-1
| -0.4% | -$101 | ﹤0.01% | 2027 |
|
|
2024
Q3 | $27.6K | Buy |
239
+6
| +3% | +$628 | ﹤0.01% | 1713 |
|
|
2024
Q2 | $24.2K | Buy |
233
+128
| +122% | +$11.5K | ﹤0.01% | 1758 |
|
|
2024
Q1 | $8.69K | Buy |
105
+1
| +1% | +$83 | ﹤0.01% | 2168 |
|
|
2023
Q4 | $9.14K | Sell |
104
-72
| -41% | -$5.9K | ﹤0.01% | 2017 |
|
|
2023
Q3 | $15K | Sell |
176
-65
| -27% | -$5.88K | ﹤0.01% | 1689 |
|
|
2023
Q2 | $22.4K | Sell |
241
-3
| -1% | -$282 | ﹤0.01% | 1470 |
|
|
2023
Q1 | $24.4K | Buy |
244
+21
| +9% | +$2.14K | ﹤0.01% | 1352 |
|
|
2022
Q4 | $22.1K | Buy |
223
+7
| +3% | +$680 | ﹤0.01% | 1317 |
|
|
2022
Q3 | $19K | Buy |
216
+1
| +0.5% | +$95 | ﹤0.01% | 1311 |
|
|
2022
Q2 | $20K | Sell |
215
-113
| -34% | -$10.6K | ﹤0.01% | 1243 |
|
|
2022
Q1 | $35K | Buy |
328
+179
| +120% | +$17.3K | ﹤0.01% | 1021 |
|
|
2021
Q4 | $17K | Hold |
149
| – | – | ﹤0.01% | 1179 |
|
|
2021
Q3 | $17K | Hold |
149
| – | – | ﹤0.01% | 1086 |
|
|
2021
Q2 | $13K | Hold |
149
| – | – | ﹤0.01% | 966 |
|
|
2021
Q1 | $15K | Hold |
149
| – | – | ﹤0.01% | 864 |
|
|
2020
Q4 | $13K | Hold |
149
| – | – | ﹤0.01% | 770 |
|
|
2020
Q3 | $11K | Hold |
149
| – | – | ﹤0.01% | 688 |
|
|
2020
Q2 | $12K | Hold |
149
| – | – | ﹤0.01% | 684 |
|
|
2020
Q1 | $11K | Buy |
+149
| New | +$10.8K | ﹤0.01% | 681 |
|
Other funds holding EXPO
VPM
VCM
CCA
GCM
RA
