Avantax Advisory Services’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.1K | Sell |
10,235
-17,287
| -63% | -$157K | ﹤0.01% | 2294 |
|
|
2025
Q1 | $269K | Buy |
27,522
+1,493
| +6% | +$14.6K | ﹤0.01% | 1912 |
|
|
2024
Q4 | $300K | Buy |
26,029
+263
| +1% | +$3.03K | ﹤0.01% | 1779 |
|
|
2024
Q3 | $363K | Sell |
25,766
-2,753
| -10% | -$38.8K | ﹤0.01% | 1624 |
|
|
2024
Q2 | $322K | Buy |
+28,519
| New | +$322K | ﹤0.01% | 1649 |
|
|
2023
Q1 | – | Sell |
-11,756
| Closed | -$130K | – | 1502 |
|
|
2022
Q4 | $130K | Buy |
11,756
+265
| +2% | +$2.94K | ﹤0.01% | 1350 |
|
|
2022
Q3 | $129K | Buy |
+11,491
| New | +$129K | ﹤0.01% | 1254 |
|