Avantax Advisory Services’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 | $1.16M | Buy |
9,911
+1,676
| +20% | +$196K | 0.01% | 1080 |
|
|
2025
Q1 | $917K | Buy |
8,235
+873
| +12% | +$97.2K | 0.01% | 1142 |
|
|
2024
Q4 | $733K | Sell |
7,362
-2,350
| -24% | -$234K | ﹤0.01% | 1214 |
|
|
2024
Q3 | $799K | Buy |
9,712
+4,836
| +99% | +$398K | 0.01% | 1142 |
|
|
2024
Q2 | $401K | Buy |
4,876
+251
| +5% | +$20.6K | ﹤0.01% | 1509 |
|
|
2024
Q1 | $411K | Buy |
4,625
+887
| +24% | +$78.8K | ﹤0.01% | 1142 |
|
|
2023
Q4 | $288K | Sell |
3,738
-3,013
| -45% | -$232K | ﹤0.01% | 1256 |
|
|
2023
Q3 | $582K | Sell |
6,751
-753
| -10% | -$64.9K | 0.01% | 883 |
|
|
2023
Q2 | $628K | Buy |
+7,504
| New | +$628K | 0.01% | 859 |
|