Atria Investments’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.74M | Sell |
23,248
-222
| -0.9% | -$16.6K | 0.02% | 785 |
|
2025
Q1 | $1.9M | Buy |
23,470
+838
| +4% | +$67.9K | 0.02% | 727 |
|
2024
Q4 | $2.02M | Sell |
22,632
-2,200
| -9% | -$196K | 0.03% | 678 |
|
2024
Q3 | $2.86M | Sell |
24,832
-1,131
| -4% | -$130K | 0.04% | 552 |
|
2024
Q2 | $2.47M | Buy |
25,963
+6,461
| +33% | +$615K | 0.03% | 571 |
|
2024
Q1 | $1.61M | Sell |
19,502
-4,311
| -18% | -$356K | 0.02% | 742 |
|
2023
Q4 | $2.1M | Buy |
23,813
+3,483
| +17% | +$307K | 0.03% | 580 |
|
2023
Q3 | $1.74M | Buy |
20,330
+1,514
| +8% | +$130K | 0.03% | 623 |
|
2023
Q2 | $1.76M | Buy |
18,816
+103
| +0.6% | +$9.61K | 0.03% | 607 |
|
2023
Q1 | $1.87M | Sell |
18,713
-373
| -2% | -$37.2K | 0.04% | 562 |
|
2022
Q4 | $1.89M | Buy |
19,086
+433
| +2% | +$42.9K | 0.04% | 535 |
|
2022
Q3 | $1.64M | Buy |
18,653
+2,648
| +17% | +$232K | 0.04% | 554 |
|
2022
Q2 | $1.46M | Buy |
16,005
+3,032
| +23% | +$277K | 0.03% | 610 |
|
2022
Q1 | $1.4M | Buy |
12,973
+354
| +3% | +$38.3K | 0.02% | 705 |
|
2021
Q4 | $1.47M | Buy |
12,619
+602
| +5% | +$70.3K | 0.03% | 675 |
|
2021
Q3 | $1.36M | Buy |
+12,017
| New | +$1.36M | 0.02% | 678 |
|
2020
Q2 | – | Sell |
-3,378
| Closed | -$243K | – | 608 |
|
2020
Q1 | $243K | Buy |
+3,378
| New | +$243K | 0.02% | 481 |
|