Avantax Advisory Services’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
49,967
+3,116
| +7% | +$136K | 0.01% | 756 |
|
|
2025
Q1 | $2.21M | Sell |
46,851
-401
| -0.8% | -$18.9K | 0.01% | 694 |
|
|
2024
Q4 | $2.1M | Sell |
47,252
-822
| -2% | -$36.5K | 0.01% | 691 |
|
|
2024
Q3 | $1.83M | Sell |
48,074
-10
| -0% | -$381 | 0.01% | 746 |
|
|
2024
Q2 | $1.51M | Buy |
+48,084
| New | +$1.51M | 0.01% | 778 |
|
|
2024
Q1 | – | Sell |
-12,954
| Closed | -$400K | – | 1669 |
|
|
2023
Q4 | $400K | Buy |
12,954
+1,211
| +10% | +$37.4K | ﹤0.01% | 1092 |
|
|
2023
Q3 | $329K | Buy |
11,743
+933
| +9% | +$26.2K | ﹤0.01% | 1142 |
|
|
2023
Q2 | $327K | Buy |
10,810
+1,295
| +14% | +$39.1K | ﹤0.01% | 1141 |
|
|
2023
Q1 | $308K | Buy |
9,515
+830
| +10% | +$26.9K | ﹤0.01% | 1141 |
|
|
2022
Q4 | $294K | Sell |
8,685
-1,455
| -14% | -$49.3K | ﹤0.01% | 1117 |
|
|
2022
Q3 | $299K | Buy |
10,140
+3,270
| +48% | +$96.4K | ﹤0.01% | 1014 |
|
|
2022
Q2 | $202K | Sell |
6,870
-1,000
| -13% | -$29.4K | ﹤0.01% | 1203 |
|
|
2022
Q1 | $226K | Sell |
7,870
-620
| -7% | -$17.8K | ﹤0.01% | 1136 |
|
|
2021
Q4 | $246K | Hold |
8,490
| – | – | ﹤0.01% | 1071 |
|
|
2021
Q3 | $209K | Buy |
+8,490
| New | +$209K | ﹤0.01% | 1096 |
|