Clearstead Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.2K | Buy |
1,073
+38
| +4% | +$2.84K | ﹤0.01% | 1129 |
|
|
2025
Q1 | $83.9K | Sell |
1,035
-2,112
| -67% | -$171K | ﹤0.01% | 1026 |
|
|
2024
Q4 | $280K | Sell |
3,147
-21
| -0.7% | -$1.87K | ﹤0.01% | 748 |
|
|
2024
Q3 | $365K | Sell |
3,168
-817
| -21% | -$94.2K | 0.01% | 652 |
|
|
2024
Q2 | $379K | Buy |
3,985
+3,185
| +398% | +$303K | 0.01% | 606 |
|
|
2024
Q1 | $75.8K | Hold |
800
| – | – | ﹤0.01% | 663 |
|
|
2023
Q4 | $70.4K | Sell |
800
-800
| -50% | -$70.4K | ﹤0.01% | 660 |
|
|
2023
Q3 | $137K | Buy |
1,600
+800
| +100% | +$68.5K | ﹤0.01% | 656 |
|
|
2023
Q2 | $74.7K | Sell |
800
-34
| -4% | -$3.17K | ﹤0.01% | 640 |
|
|
2023
Q1 | $83.1K | Buy |
834
+34
| +4% | +$3.39K | 0.01% | 546 |
|
|
2022
Q4 | $79.3K | Hold |
800
| – | – | 0.01% | 546 |
|
|
2022
Q3 | $70K | Hold |
800
| – | – | 0.01% | 542 |
|
|
2022
Q2 | $73K | Sell |
800
-32
| -4% | -$2.92K | 0.01% | 543 |
|
|
2022
Q1 | $90K | Buy |
832
+32
| +4% | +$3.46K | 0.01% | 568 |
|
|
2021
Q4 | $93K | Buy |
+800
| New | +$93K | 0.01% | 537 |
|