CAPTRUST Financial Advisors’s Expand Energy Corp EXE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.76M	Buy	43,381 +14,069	+48%	+$1.5M	0.01%	785
2025 Q4	$3.23M	Buy	29,312 +1,816	+7%	+$201K	0.01%	851
2025 Q3	$2.92M	Buy	27,496 +3,536	+15%	+$355K	0.01%	851
2025 Q2	$2.8M	Buy	23,960 +3,819	+19%	+$426K	0.01%	828
2025 Q1	$2.24M	Sell	20,141 -8,261	-29%	-$859K	0.01%	856
2024 Q4	$2.83M	Buy	+28,402	New	+$2.62M	0.01%	738
2024 Q1	–	Sell	-6,468	Closed	-$498K	–	2693
2023 Q4	$498K	Sell	6,468 -2,276	-26%	-$187K	﹤0.01%	1741
2023 Q3	$754K	Buy	8,744 +2,264	+35%	+$192K	﹤0.01%	1377
2023 Q2	$542K	Buy	6,480 +531	+9%	+$42.4K	﹤0.01%	1577
2023 Q1	$452K	Sell	5,949 -635	-10%	-$52.3K	﹤0.01%	1462
2022 Q4	$621K	Sell	6,584 -235	-3%	-$23.3K	﹤0.01%	1224
2022 Q3	$642K	Sell	6,819 -661	-9%	-$62.1K	﹤0.01%	1127
2022 Q2	$607K	Buy	7,480 +1,807	+32%	+$163K	﹤0.01%	1059
2022 Q1	$494K	Buy	5,673 +308	+6%	+$22.6K	﹤0.01%	1156
2021 Q4	$346K	Buy	5,365 +3,899	+266%	+$247K	﹤0.01%	1314
2021 Q3	$90K	Buy	+1,466	New	+$82.2K	﹤0.01%	2160