Creative Planning’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
72,488
+10,397
| +17% | +$455K | ﹤0.01% | 991 |
|
|
2025
Q1 | $2.93M | Buy |
62,091
+10,111
| +19% | +$477K | ﹤0.01% | 943 |
|
|
2024
Q4 | $2.31M | Buy |
51,980
+14,578
| +39% | +$647K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $1.43M | Buy |
37,402
+15,489
| +71% | +$591K | ﹤0.01% | 1271 |
|
|
2024
Q2 | $687K | Buy |
21,913
+4,517
| +26% | +$142K | ﹤0.01% | 1684 |
|
|
2024
Q1 | $553K | Buy |
17,396
+4,398
| +34% | +$140K | ﹤0.01% | 1781 |
|
|
2023
Q4 | $401K | Sell |
12,998
-1,525
| -11% | -$47K | ﹤0.01% | 1858 |
|
|
2023
Q3 | $407K | Buy |
14,523
+3,133
| +28% | +$87.8K | ﹤0.01% | 1700 |
|
|
2023
Q2 | $344K | Sell |
11,390
-670
| -6% | -$20.2K | ﹤0.01% | 1795 |
|
|
2023
Q1 | $390K | Buy |
12,060
+1,055
| +10% | +$34.1K | ﹤0.01% | 1632 |
|
|
2022
Q4 | $373K | Sell |
11,005
-1,905
| -15% | -$64.6K | ﹤0.01% | 1576 |
|
|
2022
Q3 | $380K | Buy |
12,910
+4,310
| +50% | +$127K | ﹤0.01% | 1492 |
|
|
2022
Q2 | $253K | Buy |
8,600
+1,025
| +14% | +$30.2K | ﹤0.01% | 1720 |
|
|
2022
Q1 | $217K | Buy |
+7,575
| New | +$217K | ﹤0.01% | 1837 |
|
|
2017
Q2 | – | Sell |
-305
| Closed | -$3K | – | 4530 |
|
|
2017
Q1 | $3K | Buy |
+305
| New | +$3K | ﹤0.01% | 4079 |
|
|
2016
Q4 | – | Sell |
-2,575
| Closed | -$26K | – | 4474 |
|
|
2016
Q3 | $26K | Buy |
2,575
+2,375
| +1,188% | +$24K | ﹤0.01% | 2835 |
|
|
2016
Q2 | $2K | Sell |
200
-935
| -82% | -$9.35K | ﹤0.01% | 3904 |
|
|
2016
Q1 | $12K | Buy |
+1,135
| New | +$12K | ﹤0.01% | 3077 |
|