Avantax Advisory Services’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
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|
2025
Q1 | $2.21M | Sell |
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|
2024
Q4 | $2.1M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | $327K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $246K | Hold |
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|
2021
Q3 | $209K | Buy |
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