Corient Private Wealth’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
Q2 | $2.43M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $962K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $543K | Buy |
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|
2024
Q1 | $541K | Buy |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $729K | Sell |
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|
2023
Q2 | $719K | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $1.05M | Buy |
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