Confluence Investment Management’s Expand Energy Corp EXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$844K Buy
2025
Q2
$820K Sell
2025
Q1
$826K Sell
2024
Q4
$794K Sell
2024
Q3
$671K Buy
2024
Q2
$611K Buy
2024
Q1
$623K Sell
2023
Q4
$550K Buy
2023
Q3
$549K Sell
2023
Q2
$535K Sell
2023
Q1
$502K Buy
2022
Q4
$598K Buy
2022
Q3
$585K Buy
2022
Q2
$452K Buy
2022
Q1
$417K Buy
2021
Q4
$286K Buy