CAPTRUST Financial Advisors’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 | $2.8M | Buy |
23,960
+3,819
| +19% | +$447K | 0.01% | 828 |
|
|
2025
Q1 | $2.24M | Sell |
20,141
-8,261
| -29% | -$920K | 0.01% | 856 |
|
|
2024
Q4 | $2.83M | Buy |
+28,402
| New | +$2.83M | 0.01% | 738 |
|
|
2024
Q1 | – | Sell |
-6,468
| Closed | -$498K | – | 2693 |
|
|
2023
Q4 | $498K | Sell |
6,468
-2,276
| -26% | -$175K | ﹤0.01% | 1741 |
|
|
2023
Q3 | $754K | Buy |
8,744
+2,264
| +35% | +$195K | ﹤0.01% | 1377 |
|
|
2023
Q2 | $542K | Buy |
6,480
+531
| +9% | +$44.4K | ﹤0.01% | 1577 |
|
|
2023
Q1 | $452K | Sell |
5,949
-635
| -10% | -$48.3K | ﹤0.01% | 1462 |
|
|
2022
Q4 | $621K | Sell |
6,584
-235
| -3% | -$22.2K | ﹤0.01% | 1224 |
|
|
2022
Q3 | $642K | Sell |
6,819
-661
| -9% | -$62.2K | ﹤0.01% | 1127 |
|
|
2022
Q2 | $607K | Buy |
7,480
+1,807
| +32% | +$147K | ﹤0.01% | 1059 |
|
|
2022
Q1 | $494K | Buy |
5,673
+308
| +6% | +$26.8K | ﹤0.01% | 1156 |
|
|
2021
Q4 | $346K | Buy |
5,365
+3,899
| +266% | +$251K | ﹤0.01% | 1314 |
|
|
2021
Q3 | $90K | Buy |
+1,466
| New | +$90K | ﹤0.01% | 2160 |
|