Bank of Montreal’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 | $116K | Buy |
12,713
+206
| +2% | +$1.88K | ﹤0.01% | 2658 |
|
|
2025
Q1 | $122K | Buy |
12,507
+1,799
| +17% | +$17.6K | ﹤0.01% | 2601 |
|
|
2024
Q4 | $123K | Sell |
10,708
-7,366
| -41% | -$84.8K | ﹤0.01% | 2598 |
|
|
2024
Q3 | $260K | Buy |
18,074
+132
| +0.7% | +$1.9K | ﹤0.01% | 2570 |
|
|
2024
Q2 | $203K | Sell |
17,942
-6,840
| -28% | -$77.6K | ﹤0.01% | 2717 |
|
|
2024
Q1 | $256K | Sell |
24,782
-7,095
| -22% | -$73.4K | ﹤0.01% | 2589 |
|
|
2023
Q4 | $503K | Sell |
31,877
-2,130
| -6% | -$33.6K | ﹤0.01% | 2117 |
|
|
2023
Q3 | $593K | Sell |
34,007
-792
| -2% | -$13.8K | ﹤0.01% | 1998 |
|
|
2023
Q2 | $706K | Buy |
34,799
+4,743
| +16% | +$96.2K | ﹤0.01% | 2040 |
|
|
2023
Q1 | $385K | Buy |
30,056
+6,577
| +28% | +$84.3K | ﹤0.01% | 2365 |
|
|
2022
Q4 | $261K | Buy |
+23,479
| New | +$261K | ﹤0.01% | 2601 |
|
|
2022
Q1 | – | Sell |
-7,840
| Closed | -$272K | – | 3632 |
|
|
2021
Q4 | $272K | Buy |
7,840
+89
| +1% | +$3.09K | ﹤0.01% | 2717 |
|
|
2021
Q3 | $319K | Buy |
+7,751
| New | +$319K | ﹤0.01% | 2917 |
|
|
2021
Q2 | – | Sell |
-3,879
| Closed | -$169K | – | 3838 |
|
|
2021
Q1 | $169K | Sell |
3,879
-4,043
| -51% | -$176K | ﹤0.01% | 2816 |
|
|
2020
Q4 | $291K | Buy |
7,922
+5,668
| +251% | +$208K | ﹤0.01% | 2579 |
|
|
2020
Q3 | $58K | Sell |
2,254
-1,552
| -41% | -$39.9K | ﹤0.01% | 2969 |
|
|
2020
Q2 | $32K | Buy |
+3,806
| New | +$32K | ﹤0.01% | 3263 |
|
|
2020
Q1 | – | Sell |
-434
| Closed | -$2K | – | 3861 |
|
|
2019
Q4 | $2K | Sell |
434
-2,428
| -85% | -$11.2K | ﹤0.01% | 4231 |
|
|
2019
Q3 | $12K | Buy |
2,862
+200
| +8% | +$839 | ﹤0.01% | 3847 |
|
|
2019
Q2 | $15K | Buy |
+2,662
| New | +$15K | ﹤0.01% | 3860 |
|