Concorde Financial’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
$8.33M Sell
71,264
-1,180
-2% -$138K 4.93% 4
2025
Q1
$8.06M Sell
72,444
-1,850
-2% -$206K 4.45% 4
2024
Q4
$7.4M Buy
74,294
+38
+0.1% +$3.78K 4.4% 5
2024
Q3
$6.11M Buy
74,256
+50,977
+219% +$4.19M 3.6% 9
2024
Q2
$1.91M Buy
+23,279
New +$1.91M 1.26% 30