Concourse Financial Group Securities’s EXL Service EXLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,310
Closed -$65.2K 2626
2024
Q4
$65.2K Sell
1,310
-16
-1% -$796 ﹤0.01% 1097
2024
Q3
$50.6K Buy
1,326
+50
+4% +$1.91K ﹤0.01% 1182
2024
Q2
$40K Buy
1,276
+139
+12% +$4.36K ﹤0.01% 1265
2024
Q1
$36.2K Buy
1,137
+153
+16% +$4.87K ﹤0.01% 1318
2023
Q4
$30.4K Buy
984
+49
+5% +$1.51K ﹤0.01% 1344
2023
Q3
$26.2K Hold
935
﹤0.01% 1355
2023
Q2
$28.2K Buy
935
+80
+9% +$2.42K ﹤0.01% 1324
2023
Q1
$27.7K Sell
855
-105
-11% -$3.4K ﹤0.01% 1353
2022
Q4
$32.5K Sell
960
-45
-4% -$1.53K ﹤0.01% 1266
2022
Q3
$30K Sell
1,005
-45
-4% -$1.34K ﹤0.01% 1147
2022
Q2
$31K Sell
1,050
-165
-14% -$4.87K ﹤0.01% 1276
2022
Q1
$35K Buy
1,215
+400
+49% +$11.5K ﹤0.01% 1264
2021
Q4
$24K Buy
815
+210
+35% +$6.18K ﹤0.01% 1569
2021
Q3
$15K Buy
605
+120
+25% +$2.98K ﹤0.01% 1740
2021
Q2
$10K Buy
485
+125
+35% +$2.58K ﹤0.01% 1867
2021
Q1
$6K Buy
360
+85
+31% +$1.42K ﹤0.01% 1915
2020
Q4
$5K Hold
275
﹤0.01% 1906
2020
Q3
$4K Sell
275
-10
-4% -$145 ﹤0.01% 1844
2020
Q2
$4K Buy
285
+100
+54% +$1.4K ﹤0.01% 1740
2020
Q1
$2K Hold
185
﹤0.01% 1877
2019
Q4
$3K Sell
185
-55
-23% -$892 ﹤0.01% 1762
2019
Q3
$3K Buy
240
+90
+60% +$1.13K ﹤0.01% 1433
2019
Q2
$2K Hold
150
﹤0.01% 1985
2019
Q1
$1K Hold
150
﹤0.01% 2140
2018
Q4
$1K Buy
+150
New +$1K ﹤0.01% 2003
2018
Q3
Hold
0
2758