Cetera Investment Advisers’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 |
23,941
+3,166
| +15% | +$370K | ﹤0.01% | 1595 |
|
|
2025
Q1 | $2.31M | Buy |
20,775
+1,532
| +8% | +$171K | ﹤0.01% | 1648 |
|
|
2024
Q4 | $1.92M | Buy |
19,243
+15,280
| +386% | +$1.52M | ﹤0.01% | 1699 |
|
|
2024
Q3 | $326K | Buy |
3,963
+227
| +6% | +$18.7K | ﹤0.01% | 2997 |
|
|
2024
Q2 | $307K | Buy |
3,736
+92
| +3% | +$7.56K | ﹤0.01% | 3014 |
|
|
2024
Q1 | $324K | Buy |
+3,644
| New | +$324K | ﹤0.01% | 2965 |
|
|
2023
Q4 | – | Sell |
-4,990
| Closed | -$430K | – | 2336 |
|
|
2023
Q3 | $430K | Sell |
4,990
-1,020
| -17% | -$88K | ﹤0.01% | 1503 |
|
|
2023
Q2 | $503K | Buy |
6,010
+29
| +0.5% | +$2.43K | ﹤0.01% | 1444 |
|
|
2023
Q1 | $455K | Buy |
+5,981
| New | +$455K | ﹤0.01% | 1482 |
|