Center for Financial Planning’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
Q2
$1.58K Hold
174
﹤0.01% 576
2025
Q1
$1.7K Hold
174
﹤0.01% 596
2024
Q4
$2K Hold
174
﹤0.01% 539
2024
Q3
$2.45K Hold
174
﹤0.01% 490
2024
Q2
$1.96K Hold
174
﹤0.01% 502
2024
Q1
$1.8K Hold
174
﹤0.01% 526
2023
Q4
$2.7K Hold
174
﹤0.01% 455
2023
Q3
$2.83K Sell
174
-1
-0.6% -$16 ﹤0.01% 443
2023
Q2
$3.55K Buy
+175
New +$3.55K ﹤0.01% 464
2022
Q4
Sell
-119
Closed -$1K 586
2022
Q3
$1K Buy
+119
New +$1K ﹤0.01% 591