Concourse Financial Group Securities’s eXp World Holdings EXPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,469
| Closed | -$16.3K | – | 2630 |
|
|
2024
Q4 | $16.3K | Sell |
1,469
-48
| -3% | -$534 | ﹤0.01% | 1602 |
|
|
2024
Q3 | $21.4K | Sell |
1,517
-209
| -12% | -$2.95K | ﹤0.01% | 1490 |
|
|
2024
Q2 | $19.5K | Sell |
1,726
-63
| -4% | -$711 | ﹤0.01% | 1516 |
|
|
2024
Q1 | $18.6K | Buy |
1,789
+26
| +1% | +$270 | ﹤0.01% | 1527 |
|
|
2023
Q4 | $27.4K | Sell |
1,763
-363
| -17% | -$5.63K | ﹤0.01% | 1380 |
|
|
2023
Q3 | $34.5K | Buy |
2,126
+2
| +0.1% | +$32 | ﹤0.01% | 1229 |
|
|
2023
Q2 | $43.1K | Sell |
2,124
-600
| -22% | -$12.2K | ﹤0.01% | 1149 |
|
|
2023
Q1 | $34.6K | Buy |
2,724
+634
| +30% | +$8.05K | ﹤0.01% | 1246 |
|
|
2022
Q4 | $23.2K | Buy |
2,090
+544
| +35% | +$6.03K | ﹤0.01% | 1414 |
|
|
2022
Q3 | $17K | Sell |
1,546
-855
| -36% | -$9.4K | ﹤0.01% | 1342 |
|
|
2022
Q2 | $28K | Buy |
2,401
+61
| +3% | +$711 | ﹤0.01% | 1320 |
|
|
2022
Q1 | $50K | Sell |
2,340
-1,937
| -45% | -$41.4K | ﹤0.01% | 1141 |
|
|
2021
Q4 | $144K | Buy |
4,277
+465
| +12% | +$15.7K | 0.01% | 843 |
|
|
2021
Q3 | $152K | Buy |
3,812
+196
| +5% | +$7.82K | 0.01% | 819 |
|
|
2021
Q2 | $140K | Buy |
+3,616
| New | +$140K | 0.01% | 846 |
|
|
2021
Q1 | – | Sell |
-196
| Closed | -$6K | – | 3624 |
|
|
2020
Q4 | $6K | Buy |
+196
| New | +$6K | ﹤0.01% | 1839 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3391 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3293 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3322 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3266 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2986 |
|
|
2019
Q2 | – | Sell |
-7,000
| Closed | -$38K | – | 3305 |
|
|
2019
Q1 | $38K | Buy |
+7,000
| New | +$38K | ﹤0.01% | 974 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3167 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2760 |
|