Anchor Investment Management’s Expand Energy Corp EXE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.46K	Sell	68 -98	-59%	-$10.5K	﹤0.01%	851
2025 Q4	$18.3K	Buy	166 +6	+4%	+$665	﹤0.01%	739
2025 Q3	$17K	Hold	160	–	–	﹤0.01%	747
2025 Q2	$18.7K	Sell	160 -5	-3%	-$558	﹤0.01%	727
2025 Q1	$18.4K	Hold	165	–	–	﹤0.01%	722
2024 Q4	$16.4K	Buy	165 +44	+36%	+$4.06K	﹤0.01%	742
2024 Q3	$9.95K	Sell	121 -19	-14%	-$1.45K	﹤0.01%	785
2024 Q2	$11.5K	Hold	140	–	–	﹤0.01%	727
2024 Q1	$12.4K	Hold	140	–	–	﹤0.01%	741
2023 Q4	$10.8K	Hold	140	–	–	﹤0.01%	735
2023 Q3	$12.1K	Hold	140	–	–	﹤0.01%	720
2023 Q2	$11.7K	Hold	140	–	–	﹤0.01%	715
2023 Q1	$10.6K	Hold	140	–	–	﹤0.01%	736
2022 Q4	$13.2K	Buy	140 +102	+268%	+$10.1K	﹤0.01%	683
2022 Q3	$3.58K	Sell	38 -11	-22%	-$1.03K	﹤0.01%	843
2022 Q2	$3.97K	Hold	49	–	–	﹤0.01%	839
2022 Q1	$4.26K	Sell	49 -16	-25%	-$1.17K	﹤0.01%	863
2021 Q4	$4.19K	Buy	65 +15	+30%	+$952	﹤0.01%	887
2021 Q3	$3.08K	Hold	50	–	–	﹤0.01%	824
2021 Q2	$2.6K	Sell	50 -9	-15%	-$449	﹤0.01%	859
2021 Q1	$2.56K	Buy	+59	New	+$2.6K	﹤0.01%	850