Braun Stacey Associates’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
$1.59M Buy
13,575
+500
+4% +$58.5K 0.06% 94
2025
Q1
$1.46M Hold
13,075
0.06% 97
2024
Q4
$1.3M Sell
13,075
-800
-6% -$79.6K 0.05% 98
2024
Q3
$1.14M Sell
13,875
-6,000
-30% -$494K 0.04% 101
2024
Q2
$1.63M Hold
19,875
0.06% 92
2024
Q1
$1.77M Hold
19,875
0.07% 94
2023
Q4
$1.53M Hold
19,875
0.07% 97
2023
Q3
$1.71M Sell
19,875
-150
-0.7% -$12.9K 0.08% 97
2023
Q2
$1.68M Sell
20,025
-19,725
-50% -$1.65M 0.08% 101
2023
Q1
$3.02M Buy
39,750
+19,875
+100% +$1.51M 0.08% 108
2022
Q4
$1.88M Hold
19,875
0.11% 104
2022
Q3
$1.87M Buy
+19,875
New +$1.87M 0.11% 102