Confluence Investment Management’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 | $820K | Sell |
7,015
-406
| -5% | -$47.5K | 0.01% | 223 |
|
|
2025
Q1 | $826K | Sell |
7,421
-550
| -7% | -$61.2K | 0.01% | 222 |
|
|
2024
Q4 | $794K | Sell |
7,971
-190
| -2% | -$18.9K | 0.01% | 218 |
|
|
2024
Q3 | $671K | Buy |
8,161
+725
| +10% | +$59.6K | 0.01% | 233 |
|
|
2024
Q2 | $611K | Buy |
7,436
+422
| +6% | +$34.7K | 0.01% | 232 |
|
|
2024
Q1 | $623K | Sell |
7,014
-132
| -2% | -$11.7K | 0.01% | 231 |
|
|
2023
Q4 | $550K | Buy |
7,146
+785
| +12% | +$60.4K | 0.01% | 233 |
|
|
2023
Q3 | $549K | Sell |
6,361
-35
| -0.5% | -$3.02K | 0.01% | 220 |
|
|
2023
Q2 | $535K | Sell |
6,396
-200
| -3% | -$16.7K | 0.01% | 228 |
|
|
2023
Q1 | $502K | Buy |
6,596
+262
| +4% | +$19.9K | 0.01% | 229 |
|
|
2022
Q4 | $598K | Buy |
6,334
+123
| +2% | +$11.6K | 0.01% | 226 |
|
|
2022
Q3 | $585K | Buy |
6,211
+635
| +11% | +$59.8K | 0.01% | 216 |
|
|
2022
Q2 | $452K | Buy |
5,576
+780
| +16% | +$63.2K | 0.01% | 237 |
|
|
2022
Q1 | $417K | Buy |
4,796
+359
| +8% | +$31.2K | 0.01% | 252 |
|
|
2021
Q4 | $286K | Buy |
+4,437
| New | +$286K | ﹤0.01% | 270 |
|