Cerity Partners’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 | $1.39M | Buy |
11,925
+6,766
| +131% | +$791K | ﹤0.01% | 1368 |
|
|
2025
Q1 | $574K | Sell |
5,159
-3,311
| -39% | -$369K | ﹤0.01% | 1675 |
|
|
2024
Q4 | $800K | Buy |
8,470
+3,803
| +81% | +$359K | ﹤0.01% | 1521 |
|
|
2024
Q3 | $384K | Buy |
4,667
+1,193
| +34% | +$98.1K | ﹤0.01% | 1920 |
|
|
2024
Q2 | $286K | Sell |
3,474
-1,745
| -33% | -$143K | ﹤0.01% | 1846 |
|
|
2024
Q1 | $464K | Buy |
+5,219
| New | +$464K | ﹤0.01% | 1631 |
|
|
2022
Q4 | – | Sell |
-2,396
| Closed | -$226K | – | 1533 |
|
|
2022
Q3 | $226K | Sell |
2,396
-75
| -3% | -$7.07K | ﹤0.01% | 1013 |
|
|
2022
Q2 | $200K | Buy |
+2,471
| New | +$200K | ﹤0.01% | 1081 |
|