Cambridge Investment Research Advisors’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
Q1 | – | Sell |
-11,509
| Closed | -$132K | – | 3546 |
|
|
2024
Q4 | $132K | Sell |
11,509
-2,275
| -17% | -$26.1K | ﹤0.01% | 3278 |
|
|
2024
Q3 | $194K | Buy |
+13,784
| New | +$194K | ﹤0.01% | 3166 |
|
|
2024
Q1 | – | Sell |
-12,692
| Closed | -$197K | – | 3337 |
|
|
2023
Q4 | $197K | Buy |
+12,692
| New | +$197K | ﹤0.01% | 2915 |
|
|
2023
Q2 | – | Sell |
-12,851
| Closed | -$163K | – | 3210 |
|
|
2023
Q1 | $163K | Sell |
12,851
-6,275
| -33% | -$79.6K | ﹤0.01% | 2885 |
|
|
2022
Q4 | $212K | Buy |
19,126
+8,648
| +83% | +$95.9K | ﹤0.01% | 2712 |
|
|
2022
Q3 | $117K | Sell |
10,478
-757
| -7% | -$8.45K | ﹤0.01% | 2821 |
|
|
2022
Q2 | $132K | Buy |
11,235
+1,341
| +14% | +$15.8K | ﹤0.01% | 2818 |
|
|
2022
Q1 | $209K | Buy |
9,894
+386
| +4% | +$8.15K | ﹤0.01% | 2829 |
|
|
2021
Q4 | $320K | Sell |
9,508
-89
| -0.9% | -$3K | ﹤0.01% | 2472 |
|
|
2021
Q3 | $382K | Sell |
9,597
-4,913
| -34% | -$196K | ﹤0.01% | 2257 |
|
|
2021
Q2 | $563K | Buy |
14,510
+1,608
| +12% | +$62.4K | ﹤0.01% | 1954 |
|
|
2021
Q1 | $588K | Buy |
12,902
+4,136
| +47% | +$188K | ﹤0.01% | 1783 |
|
|
2020
Q4 | $277K | Buy |
+8,766
| New | +$277K | ﹤0.01% | 2209 |
|