Cetera Investment Advisers’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
24,664
+2,329
| +10% | +$102K | ﹤0.01% | 2319 |
|
|
2025
Q1 | $1.05M | Buy |
22,335
+2,392
| +12% | +$113K | ﹤0.01% | 2220 |
|
|
2024
Q4 | $885K | Buy |
19,943
+958
| +5% | +$42.5K | ﹤0.01% | 2247 |
|
|
2024
Q3 | $724K | Buy |
18,985
+5,399
| +40% | +$206K | ﹤0.01% | 2352 |
|
|
2024
Q2 | $426K | Buy |
13,586
+571
| +4% | +$17.9K | ﹤0.01% | 2719 |
|
|
2024
Q1 | $414K | Buy |
+13,015
| New | +$414K | ﹤0.01% | 2764 |
|
|
2022
Q2 | – | Sell |
-2,775
| Closed | -$398K | – | 1853 |
|
|
2022
Q1 | $398K | Sell |
2,775
-2,346
| -46% | -$336K | 0.01% | 1318 |
|
|
2021
Q4 | $741K | Buy |
+5,121
| New | +$741K | 0.01% | 951 |
|