Corient Private Wealth’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 | $2.46M | Buy |
20,999
+9,769
| +87% | +$1.14M | ﹤0.01% | 1024 |
|
|
2025
Q1 | $1.25M | Buy |
11,230
+1,572
| +16% | +$175K | ﹤0.01% | 1184 |
|
|
2024
Q4 | $962K | Buy |
+9,658
| New | +$962K | ﹤0.01% | 1334 |
|
|
2024
Q3 | – | Sell |
-6,611
| Closed | -$543K | – | 2525 |
|
|
2024
Q2 | $543K | Buy |
6,611
+517
| +8% | +$42.5K | ﹤0.01% | 1591 |
|
|
2024
Q1 | $541K | Buy |
6,094
+284
| +5% | +$25.2K | ﹤0.01% | 1585 |
|
|
2023
Q4 | $447K | Sell |
5,810
-2,646
| -31% | -$204K | ﹤0.01% | 1661 |
|
|
2023
Q3 | $729K | Sell |
8,456
-138
| -2% | -$11.9K | ﹤0.01% | 1298 |
|
|
2023
Q2 | $719K | Sell |
8,594
-5,163
| -38% | -$432K | ﹤0.01% | 1276 |
|
|
2023
Q1 | $1.05M | Buy |
13,757
+2,628
| +24% | +$200K | ﹤0.01% | 1064 |
|
|
2022
Q4 | $1.05M | Buy |
+11,129
| New | +$1.05M | ﹤0.01% | 894 |
|