Corient Private Wealth’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
4,793
+1,741
| +57% | +$130K | ﹤0.01% | 1983 |
|
|
2025
Q1 | $247K | Sell |
3,052
-2,124
| -41% | -$172K | ﹤0.01% | 1949 |
|
|
2024
Q4 | $461K | Sell |
5,176
-151
| -3% | -$13.5K | ﹤0.01% | 1672 |
|
|
2024
Q3 | $614K | Sell |
5,327
-5,711
| -52% | -$658K | ﹤0.01% | 1601 |
|
|
2024
Q2 | $1.05M | Buy |
11,038
+1,616
| +17% | +$154K | ﹤0.01% | 1298 |
|
|
2024
Q1 | $779K | Buy |
9,422
+3,605
| +62% | +$298K | ﹤0.01% | 1414 |
|
|
2023
Q4 | $512K | Sell |
5,817
-1,868
| -24% | -$164K | ﹤0.01% | 1595 |
|
|
2023
Q3 | $658K | Buy |
7,685
+5,358
| +230% | +$459K | ﹤0.01% | 1347 |
|
|
2023
Q2 | $217K | Sell |
2,327
-2,361
| -50% | -$220K | ﹤0.01% | 1827 |
|
|
2023
Q1 | $467K | Buy |
+4,688
| New | +$467K | ﹤0.01% | 1403 |
|