Bartlett & Co Wealth Management’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 | $271K | Buy |
2,315
+2
| +0.1% | +$234 | ﹤0.01% | 406 |
|
|
2025
Q1 | $257K | Buy |
2,313
+1
| +0% | +$111 | ﹤0.01% | 418 |
|
|
2024
Q4 | $230K | Buy |
2,312
+817
| +55% | +$81.3K | ﹤0.01% | 421 |
|
|
2024
Q3 | $123K | Hold |
1,495
| – | – | ﹤0.01% | 516 |
|
|
2024
Q2 | $123K | Sell |
1,495
-655
| -30% | -$53.8K | ﹤0.01% | 512 |
|
|
2024
Q1 | $191K | Sell |
2,150
-325
| -13% | -$28.9K | ﹤0.01% | 456 |
|
|
2023
Q4 | $192K | Sell |
2,475
-770
| -24% | -$59.7K | ﹤0.01% | 477 |
|
|
2023
Q3 | $280K | Sell |
3,245
-1,000
| -24% | -$86.2K | 0.01% | 407 |
|
|
2023
Q2 | $355K | Buy |
+4,245
| New | +$355K | 0.01% | 386 |
|